Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 04-01-2011 , and ending 03-31-2012
G
Check all that apply:
Name of foundation
TRIUMPH GROUP CHARITABLE FDN
 

Number and street (or P.O. box number if mail is not delivered to street address)899 CASSATT ROAD SUITE 210   Room/suite
City or town, state, and ZIP code
BERWYN, PA19312
A Employer identification number

26-3937598
B Telephone number (see page 10 of the instructions)

(610) 251-1000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,737,611J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 650,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 45,092 45,092  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 105,348
b Gross sales price for all assets on line 6a 1,717,980
7 Capital gain net income (from Part IV, line 2)... 105,348
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 800,440 150,440  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 500 500 0 0
c Other professional fees (attach schedule).... Click to see attachment 31,525 28,373   3,153
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 3,548 1,422   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,588 30,295 0 3,168
25 Contributions, gifts, grants paid........ 155,000 155,000
26 Total expenses and disbursements. Add lines 24 and 25 190,588 30,295 0 158,168
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 609,852
b Net investment income (if negative, enter -0-) 120,145
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 29,966 204,281 204,281
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,085,899 Click to see attachment1,338,495 1,481,691
c Investments—corporate bonds (attach schedule)........ 486,072 Click to see attachment713,863 738,386
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 347,809 Click to see attachment303,110 313,253
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,949,746 2,559,749 2,737,611
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,949,746 2,559,749
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,949,746 2,559,749
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,949,746 2,559,749
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,949,746
2 Enter amount from Part I, line 27a..................... 2 609,852
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 422
4 Add lines 1, 2, and 3.......................... 4 2,560,020
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 271
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,559,749
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 223. ASTRAZENECA P L C SPSD A D R   2010-02-17 2011-04-18
b 1028. CISCO SYS INC   2010-02-17 2011-04-18
c 97. CUMMINS INC   2011-02-18 2011-04-18
d 82. F5 NETWORKS INC   2010-02-17 2011-04-18
e 208. ISHARES IBOXX H Y CORP BOND   2011-02-18 2011-04-18
86. TOTAL S A A D R   2010-02-17 2011-04-18
114. BIOGEN IDEC INC   2010-02-17 2011-05-17
275. STARWOOD HOTELS & RESORTS   2010-02-17 2011-05-17
174. TEMPUR PEDIC INTL INC   2010-02-17 2011-05-25
270. BEST BUY CO INC   2010-02-17 2011-06-13
385. LEGG MASON INC   2010-02-17 2011-06-13
356. TRIMBLE NAV LTD   2010-03-22 2011-06-13
25000. MERCK CO INC 1.875% 6/30/11   2010-03-02 2011-06-30
642. IPATH DOW JONES UBS COMMODITY   2010-02-17 2011-07-28
548. BERKSHIRE HILLS BANCORP INC   2010-02-17 2011-07-28
799. FIRST NIAGARA FINL GROUP INC   2011-05-17 2011-07-28
154. FRESENIUS MED AKTIENGESELLSCHAFT ADR   2011-05-17 2011-07-28
134. HSBC HOLDINGS PLC SPONS A D R   2010-02-17 2011-07-28
229. HANOVER INS GROUP INC   2011-02-18 2011-07-28
544. ISHARES IBOXX H Y CORP BOND   2011-02-18 2011-07-28
2118. ISHARES IBOXX H Y CORP BOND   2010-02-17 2011-07-28
1760. LI FUNG LTD A D R   2011-02-18 2011-07-28
194. NESTLE S A SPONSORED ADR REPSTG REG SH   2011-02-18 2011-07-28
119. NOVARTIS AG A D R   2010-02-17 2011-07-28
2. SCHULMAN A INC   2010-02-17 2011-07-28
35. SOUTHWEST BANCORP INC   2010-03-22 2011-07-28
120. STERICYCLE INC   2011-05-17 2011-07-28
340. SYCAMORE NETWORKS INC   2010-11-22 2011-07-28
826. TAIWAN SEMICONDUCTOR A D R   2011-02-18 2011-07-28
168. TEVA PHARMACEUTICAL INDS LTD ADR   2010-02-17 2011-07-28
219. VALEANT PHARMACEUTICALS INTE   2011-05-25 2011-07-28
196. VARIAN SEMICONDUCTOR EQUIP   2010-02-17 2011-07-28
340. WATTS WATER TECHNOLOGIES CL A   2010-02-17 2011-07-28
325. SENSATA TECHNOLOGIES HOLDING   2011-02-18 2011-07-28
393. VIVENDI SPONSORED ADR   2010-02-17 2011-08-23
579. PETROHAWK ENERGY CORP   2010-08-17 2011-08-25
279. AGILENT TECHNOLOGIES INC   2010-11-22 2011-09-06
462. AIR LIQUIDE S A A D R   2010-02-17 2011-09-06
183. ALBEMARLE CORP   2011-02-18 2011-09-06
272. ALEXION PHARMACEUTICALS INC   2010-11-22 2011-09-06
90. B G GROUP P L C A D R   2011-02-18 2011-09-06
2004. B T U INTERNATIONAL INC   2011-07-28 2011-09-06
244. BERRY PETE CO CL A   2011-07-28 2011-09-06
331. BRIGHAM EXPLORATION CO   2011-02-18 2011-09-06
219. CANON INC SPONS A D R   2011-02-18 2011-09-06
389. CIENA CORP   2011-02-18 2011-09-06
243. DBS GROUP HLDGS LTD   2010-02-17 2011-09-06
530. DANAHER CORP   2010-02-17 2011-09-06
112. EASTMAN CHEM CO   2011-02-18 2011-09-06
2679. GLOBAL INDS LTD   2011-07-28 2011-09-06
237. HASBRO INC   2011-02-18 2011-09-06
2337. HUDSON HIGHLAND GROUP INC   2011-07-28 2011-09-06
604. INTEL CORP   2010-02-17 2011-09-06
488. LOREAL CO UNSPONSORED ADR   2010-02-17 2011-09-06
160. LAUDER ESTEE COS INC CL A   2010-03-22 2011-09-06
372. MADDEN STEVEN LTD   2011-02-18 2011-09-06
690. MCDERMOTT INTL INC   2011-07-28 2011-09-06
440. MEASUREMENT SPECIALTIES INC   2011-07-28 2011-09-06
3325. MODUSLINK GLOBAL SOLUTIONS I   2011-07-28 2011-09-06
186. MURPHY OIL CORP   2010-02-17 2011-09-06
646. ORACLE CORPORATION   2010-02-17 2011-09-06
92. PANERA BREAD COMPANY CL A   2011-02-18 2011-09-06
138. POLARIS INDS INC   2011-02-18 2011-09-06
252. T ROWE PRICE GROUP INC   2011-07-28 2011-09-06
351. PROGRESS SOFTWARE CORP   2011-02-18 2011-09-06
181. RALCORP HOLDINGS INC   2010-02-17 2011-09-06
297. ROCHE HLDG LTD A D R   2011-02-18 2011-09-06
116. ROCKWELL AUTOMATION INC   2011-04-18 2011-09-06
96. SALESFORCE COM INC   2010-08-17 2011-09-06
215. SAP AG A D R   2011-02-18 2011-09-06
211. SASOL LTD SPONSORED A D R   2011-02-18 2011-09-06
119. SHIRE PLC A D R   2011-06-13 2011-09-06
229. STANCORP FINL GROUP INC   2011-02-18 2011-09-06
2269. TURKIYE GARANTI BANKASI A S A D R   2011-06-13 2011-09-06
533. U S PHYSICAL THERAPY INC   2011-02-18 2011-09-06
183. WPP PLCSPONSORED A D R   2011-02-18 2011-09-06
378. WAL MART DE MEXICO SAB DE CV A D R   2011-02-18 2011-09-06
287. WALGREEN CO COM W/RTS ATTACHED EXP 08/21/2006   2010-02-17 2011-09-06
281. WHOLE FOODS MKT INC   2010-03-22 2011-09-06
164. BUNGE LIMITED   2010-02-17 2011-09-06
438. ALLIANZ SE A D R   2011-09-06 2012-03-14
739. ALLIANZ SE A D R   2011-02-18 2012-03-14
2109. AMERICAN SUPERCONDUCTOR CORP   2011-09-06 2012-03-14
774. ATLAS COPCO AB SPONS A D R   2011-09-06 2012-03-14
314. IPATH DOW JONES UBS COMMODITY   2010-02-17 2012-03-14
346. CABOT OIL GAS CORP CL A   2011-09-06 2012-03-14
2446. CACHE INC   2011-09-06 2012-03-14
536. CARNIVAL CORP   2010-02-17 2012-03-14
269. CARPENTER TECHNOLOGY CORP   2011-09-06 2012-03-14
467. CARRIZO OIL & GAS INC   2011-09-06 2012-03-14
1580. CHINA RES ENTERPRISE LTD A D R   2011-09-06 2012-03-14
1341. CHIQUITA BRANDS INTL INC   2011-09-06 2012-03-14
910. CORNING INC   2011-09-06 2012-03-14
497. CORNING INC   2011-02-18 2012-03-14
11435. CYTOKINETICS INC   2011-07-28 2012-03-14
154. DECKERS OUTDOOR CORP   2011-07-28 2012-03-14
8918. DURECT CORP   2011-09-06 2012-03-14
829. DYCOM INDS INC   2011-07-28 2012-03-14
224. ENERGIZER HOLDINGS INC   2010-02-17 2012-03-14
192. FACTSET RESEARCH SYSTEMS INC   2010-02-17 2012-03-14
137. FOSSIL INC   2011-09-06 2012-03-14
293. GENESCO INC   2011-09-06 2012-03-14
174. HUMANA INC   2011-09-06 2012-03-14
507. JABIL CIRCUIT INC   2010-11-22 2012-03-14
256. JOS A BANK CLOTHIERS INC   2011-09-06 2012-03-14
296. KANSAS CITY SOUTHERN   2010-02-17 2012-03-14
432. KENEXA CORP   2010-02-17 2012-03-14
1975. LONZA GROUP AG UNSPON A D R   2011-09-06 2012-03-14
38. MASTERCARD INC   2010-02-17 2012-03-14
615. MAXIM INTEGRATED PRODS INC   2010-02-17 2012-03-14
984. MERCURY COMPUTER SYS INC   2011-09-06 2012-03-14
619. MTN GROUP LTD A D R   2011-02-18 2012-03-14
1531. PERFICIENT INC   2011-09-06 2012-03-14
332. R T I INTL METALS INC   2010-08-17 2012-03-14
345. RED HAT INC   2011-09-06 2012-03-14
589. SHAW GROUP INC   2011-09-06 2012-03-14
5657. SONUS NETWORKS INC   2011-09-06 2012-03-14
2579. SUNOPTA INC   2011-09-06 2012-03-14
501. SWATCH GROUP AG A D R   2011-02-18 2012-03-14
172. TEMPUR PEDIC INTL INC   2010-02-17 2012-03-14
57. TEMPUR PEDIC INTL INC   2011-09-06 2012-03-14
1827. TRIQUINT SEMICONDUCTOR INC   2011-09-06 2012-03-14
220. TRIPADVISOR INC   2011-09-06 2012-03-14
457. ULTRA PETROLEUM CORP   2010-08-17 2012-03-14
212. VARIAN MED SYS INC   2010-02-17 2012-03-14
370. VERIFONE SYSTEMS INC   2011-09-06 2012-03-14
196. HERBALIFE LTD   2010-10-11 2012-03-14
491. INGERSOLL RAND PLC   2010-02-17 2012-03-14
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 10,704   9,825 879
b 17,075   24,702 -7,627
c 9,832   10,828 -996
d 7,568   4,408 3,160
e 19,013   19,188 -175
4,921   5,009 -88
11,004   6,402 4,602
15,503   10,350 5,153
10,950   4,971 5,979
7,857   9,788 -1,931
12,016   10,190 1,826
13,688   10,120 3,568
25,000   25,425 -425
31,721   25,998 5,723
11,734   9,879 1,855
9,884   11,066 -1,182
12,012   10,700 1,312
6,622   7,162 -540
8,320   10,820 -2,500
49,494   50,184 -690
192,700   180,802 11,898
6,089   10,965 -4,876
12,309   10,686 1,623
7,322   6,477 845
45   53 -8
220   332 -112
10,159   10,972 -813
6,634   10,091 -3,457
10,185   10,763 -578
7,836   9,715 -1,879
12,176   10,943 1,233
11,844   6,047 5,797
11,419   10,061 1,358
11,853   10,822 1,031
9,405   9,856 -451
22,436   9,247 13,189
9,394   10,136 -742
11,310   9,962 1,348
8,475   10,841 -2,366
16,020   10,273 5,747
8,839   10,731 -1,892
9,492   14,694 -5,202
10,689   14,295 -3,606
9,076   10,814 -1,738
9,839   10,775 -936
5,053   10,752 -5,699
10,133   9,907 226
22,664   19,943 2,721
8,413   10,801 -2,388
11,519   14,500 -2,981
8,429   10,819 -2,390
10,427   13,944 -3,517
11,725   12,459 -734
9,807   9,931 -124
15,142   10,366 4,776
12,274   10,971 1,303
8,992   14,186 -5,194
12,069   14,570 -2,501
12,683   14,364 -1,681
9,251   9,751 -500
16,983   15,588 1,395
10,192   10,895 -703
14,091   10,820 3,271
12,370   14,485 -2,115
6,329   10,807 -4,478
15,399   11,924 3,475
12,206   10,799 1,407
6,620   10,485 -3,865
11,524   9,418 2,106
10,870   12,936 -2,066
9,265   10,797 -1,532
11,201   10,784 417
6,304   10,820 -4,516
8,191   10,869 -2,678
9,082   10,712 -1,630
8,644   12,521 -3,877
9,556   10,962 -1,406
10,076   9,830 246
17,858   10,054 7,804
10,206   9,959 247
5,216   3,902 1,314
8,801   10,930 -2,129
8,532   12,812 -4,280
19,303   15,921 3,382
13,615   12,716 899
11,767   12,667 -900
17,597   13,062 4,535
17,093   18,309 -1,216
13,760   12,525 1,235
13,768   12,572 1,196
12,216   13,400 -1,184
12,771   12,632 139
12,688   12,731 -43
6,930   11,530 -4,600
12,807   14,614 -1,807
10,494   14,377 -3,883
6,523   12,797 -6,274
19,293   14,242 5,051
17,243   12,548 4,695
18,553   12,605 5,948
17,658   12,488 5,170
21,553   13,802 7,751
15,301   12,872 2,429
13,739   7,266 6,473
13,665   12,882 783
20,991   9,780 11,211
12,320   4,557 7,763
9,796   11,435 -1,639
16,114   8,541 7,573
17,588   11,303 6,285
13,552   12,777 775
11,241   10,975 266
18,707   12,753 5,954
7,460   9,597 -2,137
17,633   12,689 4,944
18,600   13,586 5,014
16,234   12,898 3,336
13,540   12,425 1,115
11,783   10,927 856
14,209   4,914 9,295
4,709   3,190 1,519
11,925   12,953 -1,028
6,679   6,601 78
10,543   19,339 -8,796
14,814   10,309 4,505
18,729   12,772 5,957
13,652   6,377 7,275
19,537   15,819 3,718
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       879
b       -7,627
c       -996
d       3,160
e       -175
      -88
      4,602
      5,153
      5,979
      -1,931
      1,826
      3,568
      -425
      5,723
      1,855
      -1,182
      1,312
      -540
      -2,500
      -690
      11,898
      -4,876
      1,623
      845
      -8
      -112
      -813
      -3,457
      -578
      -1,879
      1,233
      5,797
      1,358
      1,031
      -451
      13,189
      -742
      1,348
      -2,366
      5,747
      -1,892
      -5,202
      -3,606
      -1,738
      -936
      -5,699
      226
      2,721
      -2,388
      -2,981
      -2,390
      -3,517
      -734
      -124
      4,776
      1,303
      -5,194
      -2,501
      -1,681
      -500
      1,395
      -703
      3,271
      -2,115
      -4,478
      3,475
      1,407
      -3,865
      2,106
      -2,066
      -1,532
      417
      -4,516
      -2,678
      -1,630
      -3,877
      -1,406
      246
      7,804
      247
      1,314
      -2,129
      -4,280
      3,382
      899
      -900
      4,535
      -1,216
      1,235
      1,196
      -1,184
      139
      -43
      -4,600
      -1,807
      -3,883
      -6,274
      5,051
      4,695
      5,948
      5,170
      7,751
      2,429
      6,473
      783
      11,211
      7,763
      -1,639
      7,573
      6,285
      775
      266
      5,954
      -2,137
      4,944
      5,014
      3,336
      1,115
      856
      9,295
      1,519
      -1,028
      78
      -8,796
      4,505
      5,957
      7,275
      3,718
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 105,348
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 113,789 1,969,009 0.05779
2009 50,181 1,661,757 0.030198
2008 0 7,944 0.0
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.087988
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.029329
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 2,506,876
5 Multiply line 4 by line 3....................... 5 73,524
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,201
7 Add lines 5 and 6......................... 7 74,725
8 Enter qualifying distributions from Part XII, line 4.............. 8 158,168
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,201
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,201
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,201
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,064
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,064
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 137
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet   Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletPA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletKEVIN E KINDIG VP ASST TRS Telephone no.bullet (610) 251-1000
    Located atbullet899 CASSATT ROAD SUITE 210BERWYNPA ZIP+4bullet19312
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    RICHARD C ILL PRESIDENT
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    M DAVID KORNBLATT VICE PRES/TREASURER
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    JOHN B WRIGHT II VICE PRES/SECRETARY
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    KEVIN E KINDIG VICE PRES ASST TREAS
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    SHEILA G SPAGNOLO VICE PRESIDENT
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    JAMES H DECKER ASST SECRETARY
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,195,460
    b
    Average of monthly cash balances.......................
    1b
    349,592
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,545,052
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,545,052
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    38,176
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,506,876
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    125,344
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    125,344
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,201
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,201
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,143
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,143
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    124,143
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    158,168
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    158,168
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,201
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    156,967
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 124,143
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 15,419
    b Total for prior years:2009, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 0
    b From 2007....... 0
    c From 2008....... 0
    d From 2009....... 0
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 158,168
    a Applied to 2010, but not more than line 2a 15,419
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2011 distributable amount..... 124,143
    e Remaining amount distributed out of corpus 18,606
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 18,606
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		18,606
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 0
    d Excess from 2010.... 0
    e Excess from 2011.... 18,606
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    JOHN B WRIGHT III
    899 CASSATT ROAD STE 210
    BERWYN,PA19312
    (610) 251-1000
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION SPECIFIC FORM BEING DEVELOPED AT THIS TIME
    cAny submission deadlines:
    OPEN
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT AT THIS TIME
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BAKER INDUSTRIES INC
    184 PENNSYLVANIA AVE
    MALVERN,PA19355     		NONE CHARITABLE GENERAL 130,000
    THE ARMY HISTORICAL FOUNDATION INC
    2425 WILSON BLVD
    ARLINGTON,VA22201     		NONE CHARITABLE GENERAL 25,000
    Total .................................bullet 3a 155,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 45,092  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 105,348  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   150,440  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13150,440
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    TRIUMPH GROUP CHARITABLE FDN
     
    Employer identification number

    26-3937598
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    TRIUMPH GROUP CHARITABLE FDN
          		Employer identification number

    26-3937598
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    TRIUMPH GROUP INC
     

         
    899 CASSATT RD SUITE 210
       
    BERWYN, PA   19312

    		$650,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    TRIUMPH GROUP CHARITABLE FDN
          		Employer identification number

    26-3937598
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    TRIUMPH GROUP CHARITABLE FDN
          		Employer identification number

    26-3937598
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US BANK - TAX PREPARATION FEE 500 500    

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERCK CO INC. 1.875 06/30/2011    
    CREDIT SUISSE NY 3.450 7/2/12 25,832 25,185
    HEWLETT PACKARD 2.95 8/15/12 26,086 25,178
    GENERAL ELEC CAP 2.80 1/08/13 25,124 25,424
    PRAXAIR INC. 2.125 6/14/13 25,200 25,394
    WELLS FARGO CO. 3.75 10/1/14 25,473 26,479
    SOUTHERN CA EDISON 4.65 4/1/15 26,940 27,523
    NOVARTIS CAP. CORP 2.9 4/24/15 25,052 26,640
    BOEING CO. 3.75 11/20/16 25,311 27,503
    GOLDMAN SACHS 5.95 1/18/18 26,362 26,930
    ATT INC. 5.5 2/1/2018 26,613 29,454
    COCA COLA CO 4.875 3/15/19 25,987 28,742
    CISCO SYSTEMS 4.45 1/15/20 24,579 28,374
    PEPSICO INC. 4.5 1/15/2020 25,031 28,292
    BARCLAYS BANK 2.5 01/23/2013 25,050 25,220
    BP CAPITAL MKTS 3.625 5/8/14 25,933 26,284
    TOTAL CAPITAL 3.125 10/5/2015 24,897 26,138
    BHP BILLITON FIN. 5.4 3/29/17 26,712 29,258
    ONTARIO PROV. 4.0 10/7/2019 24,465 27,821
    MICROSOFT CORP .875% 9/27/13 50,400 50,367
    IBM CORP 1.250% 5/12/14 50,845 50,618
    PROCTOR & GAMBLE .7% 8/15/14 50,359 50,154
    TOYOTA MOTOR CR 1.25% 11/17/14 50,738 50,585
    COLGATE PALMOLIVE 1.375% 11/15 50,874 50,823

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES INC. 279    
    ALBEMARLE CORP. 215 SH 13,732 13,743
    ALEXION PHARM. INC. 136 SH    
    ALLERGAN INC. 274 SH 16,450 26,148
    BERKSHIRE HILLS BANCORP 548 SH    
    BEST BUY CO INC. 270 SH    
    BIOGEN IDEC INC. 190 SH 10,670 23,940
    BRIGHAM EXPLORATION 331 SH    
    CIENA CORP 389 SH    
    CISCO SYS INC. 1028 SH    
    CITRIX SYS INC. 397 SH 23,354 31,327
    CORNING INC. 497 SH    
    CUMMINS INC. 97 SH    
    DANAHER CORP. 530 SH    
    E BAY INC. 895 SH 23,371 33,026
    E M C CORP. 762 SH 13,288 22,769
    EASTMAN CHEM CO. 112 SH    
    ENERGIZER HOLDINGS 342 SH 23,480 25,370
    FACTSET RESEARCH SYS 192 SH    
    F5 NETWORKS INC. 82 SH    
    GILEAD SCIENCES INC. 221 SH 10,826 10,798
    GOOGLE INC. CL A 61 SH 32,408 39,116
    HANOVER INS GROUP INC. 229 SH    
    HANSEN NATURAL CORP 209 SH    
    HASBRO INC. 237 SH    
    INTEL CORP. 819 SH 22,875 23,026
    JABIL CIRCUIT INC. 1166 SH 18,373 29,290
    JACOBS ENGR GROUP 668 SH 29,077 29,639
    KANSAS CITY SOUTHERN 296 SH    
    KENEXA CORP. 432 SH    
    LAUDER ESTEE COS. 160 SH    
    LEGG MASON INC. 385 SH    
    MADDEN STEVEN LTD. 310 SH 13,732 13,253
    MASTERCARD INC. 93 SH 26,795 39,110
    MAXIM INTEGR. PROD. 615 SH    
    MURPHY OIL CORP 186 SH    
    ORACLE CORP. 498 SH 15,030 14,522
    PANERA BREAD CO. 92 SH    
    PEGASYSTEMS INC. 57 SH 2,059 2,175
    PETROHAWK ENERGY 579 SH    
    POLARIS INDS INC. 200 SH 13,614 14,430
    PRINCIPAL FINL GROUP 982 SH 22,397 28,979
    PROGRESS SOFTWARE 571 SH 13,640 13,487
    QUALCOMM INC. 499 SH 22,275 33,962
    R T I INTL METALS 332 SH    
    RALCORP HLDGS INC 188 SH 13,904 13,929
    SALESFORCE COM INC 90 SH 13,626 13,906
    SCHULMAN A INC. 2 SH    
    SOUTHWEST BANCORP 35 SH    
    STANCORP FNL GROUP 229 SH    
    STARWOOD HOTELS & RESORTS 275    
    SYCAMORE NETWORKS INC. 340 SH    
    TEMPUR PEDIC INTL INC 174 SH 9,739 14,691
    TRIMBLE NAV LTD 356 SH    
    US PHYSICAL THERAPY 533 SH    
    UNITED HEALTH GROUP 468 SH 15,513 27,584
    VARIAN MED SYS INC. 212 SH    
    VARIAN SEMICONDUCTOR 196 SH    
    WALGREEN CO 287 SH    
    WATTS WATER TECH 336 SH 13,711 13,692
    WHOLE FOODS MKT INC. 281 SH    
    LAIR LIQUIDE SA ADR 462 SH    
    ALLIANZ SE ADR 1203 SH 10,716 14,280
    ARM HLDGS PLC ADR 474 SH 14,462 13,409
    ASTRAZENECA PLC SPSD 223 SH    
    B G GROUP PLC ADR 90 SH    
    BUNGE LIMITED 164 SH    
    CANON INC SPONS ADR 219 SH    
    CARNIVAL CORP 538 SH    
    DASSAULT SYSTEMES SA ADR 147 11,260 13,545
    DBS GROUP HLDGS LTD 243 SH    
    ERSTE GROUP BANK AD ADR 2893 48,495 33,501
    FANUC LTD 897 SH 23,104 26,749
    HERBALIFE LTD 345 SH 16,459 23,743
    HSBC HLDGS PLC SPONS ADR 134    
    I C I C I BANK LTD ADR 585 SH 24,033 20,399
    INGERSOLL RAND PLC 491 SH    
    JUPITER TELECOM ADR 153 SH 10,835 10,175
    LI FUND LTD ADR 1760 SH    
    LOGITECH INTL SA 547 SH 10,513 4,267
    LOREAL CO UNSPONS.ADR 580 SH 13,624 14,285
    LVMH MOET HENNESSY LOU VUITT 10,704 11,597
    MTN GROUP LTD ADR 619 SH    
    NESTLE SA SPSD ADR 222 SH 13,546 13,986
    NOVARTIS AG ADR 119 SH    
    PETROLEO BRASILEIRO 323 SH 10,775 8,256
    ROCHE HLDG LTD ADR 297 SH    
    SAP AG ADR 245 SH 17,312 17,106
    SASOL LTD SPSD ADR 266 SH 13,452 12,938
    SCHLUMBERGER LTD 274 SH 19,242 19,161
    SCHNEIDER ELECT SA UNSP 1700SH 22,477 22,134
    SENSATA TECH. HLDGS 412 SH 12,609 13,794
    SWATCH GROUP AD ADR 501 SH    
    TAIWAN SEMICOND. ADR 826 SH    
    TEVA PHARM. INDS LTD 168 SH    
    TOTAL SA ADR 86 SH    
    ULTRA PETROLEUM CORP 457 SH    
    VIVENDI SPSD ADR 393 SH    
    WAL MART DE MEXICO SAB 425 SH 13,872 14,267
    WPP PLC SPSD ADR 183 SH    
    A T M I INC. 1122 SHARES 18,320 26,143
    ALLIANCE DATA SYS. 110 SH 13,636 13,856
    ANN INC. 487 SH 13,548 13,948
    B E AEROSPACE INC. 286 SH 13,642 13,290
    BRUNSWICK CORP. 553 SH 13,864 14,240
    CBS CORP CL B 1014 SHARES 24,893 34,385
    DARLING INTL INC. 764 SH 13,454 13,309
    DIGITAL RIVER INC. 776 SH 13,704 14,519
    EATON CORP. 350 SH 17,719 17,441
    EXPEDIA INC. 220 SH 6,380 7,357
    FIFTH THIRD BANCORP 966 SH 13,505 13,567
    FOREST LABS INC. 794 SH 26,717 27,544
    FRANKLIN RES INC. 165 SH 21,702 20,465
    JDS UNIPHASE CORP. 983 SH 13,535 14,244
    KENNAMETAL INC. 295 SH 13,791 13,136
    KEY ENERGY SERV. INC. 809 SH 13,620 12,499
    LOWES CO INC. 492 SH 14,942 15,439
    MONSTER BEVERAGE 418 SH 9,396 25,954
    NVIDIA CORP. 1839 SH 28,081 28,311
    PARAMETRIC TECH CORP 485 SH 13,755 13,551
    PRICELINE COM INC. 28 SH 18,190 20,090
    QUIKSILVER INC. 3260 SH 12,584 13,170
    RAYMOND JAMES FINL 370 SH 13,464 13,516
    REGENERON PHARM. 123 SH 13,858 14,344
    TENNECO AUTOM. INC. 344 SH 13,693 12,780
    TEREX CORP NEW 631 SH 14,121 14,198
    UNDER ARMOUR INC 140 SH 13,787 13,160
    USG CORP 869 SH 13,600 14,947
    WEIGHT WATCHERS INTL 187 SH 15,166 14,435
    ALCATEL LUCENT ADR 1809 SH 10,366 4,106
    AMERICA MOVIL ADR 370 SH 10,404 9,187
    AVAGO TECHNOLOGIES 364 SH 13,737 14,185
    CANADIAN NATL RY CO 175 SH 13,713 13,900
    CHICAGO BRIDGE IRON NY 345 SH 14,272 14,901
    CSL LIMITED ADR 774 SH 13,746 14,451
    HOYA CORP ADR 615 SH 13,801 13,917
    ITAU UNIBANCO HLDGS 642 SH 13,655 12,320
    JGC CORP UNSPND ADR 420 SH 22,470 26,393
    TURKIYE GARANTI BANKASI 3766 14,235 14,989

    TY 2011 InvestmentsOtherSchedule2
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    IPATH DOW JONES UBS COMMODITY AT COST 114,008 113,672
    ISHARES TR IBOXX H Y CORP BD AT COST 189,102 199,581

    TY 2011 OtherDecreasesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Description Amount
    ACCRUED INTEREST PURCHASED 271


    TY 2011 OtherExpensesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PENNSYLVANIA BUREAU OF CHAR.OR 15 0   15


    TY 2011 OtherIncreasesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Description Amount
    JABIL CIRCUIT INC - NONDIV DISTRIB. 228
    INGERSOLL RAND - NONDIV DISTRIB. 177
    UNILEVER - REFUND NON-USD WITHHOLDING 17


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US BANK - AGENCY FEES 31,525 28,373   3,153


    TY 2011 SubstantialContributorsSch
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name Address
    TRIUMPH GROUP INC
          		899 CASSATT RD SUITE 210
    BERWYN,PA19312


    TY 2011 TaxesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID/ADR FEES 1,422 1,422   0
    2011 FEDERAL EXCISE TAX 1,062 0   0
    2012 FEDERAL ESCISE TAX ESTIMA 1,064 0   0