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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 04-01-2012 , and ending 03-31-2013
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 instructions)

(610) 251-1000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,863,080J 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 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) 2,000,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 56,944 56,534  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 166,625
b Gross sales price for all assets on line 6a 1,628,345
7 Capital gain net income (from Part IV, line 2)... 166,625
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........ 2,223,569 223,159  
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 45,513 40,962   4,551
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,893 1,552   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.......... 48,921 43,014 0 4,566
25 Contributions, gifts, grants paid........ 85,000 85,000
26 Total expenses and disbursements. Add lines 24 and 25 133,921 43,014 0 89,566
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,089,648
b Net investment income (if negative, enter -0-) 180,145
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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...............   1,450 1,450
2 Savings and temporary cash investments.......... 204,281 648,574 648,574
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)........ 1,338,495 Click to see attachment1,600,491 1,748,468
c Investments—corporate bonds (attach schedule)........ 713,863 Click to see attachment1,629,917 1,638,668
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 303,110 Click to see attachment766,534 825,920
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) 2,559,749 4,646,966 4,863,080
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......... 2,559,749 4,646,966
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).................... 2,559,749 4,646,966
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,559,749 4,646,966
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 2,559,749
2 Enter amount from Part I, line 27a..................... 2 2,089,648
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,649,397
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,431
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,646,966
Form 990-PF (2012)
Form 990-PF (2012)
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 25000. CRED SUIS NY MTN 3.450% 7/02/12   2010-02-17 2012-07-02
b 25000. ATT INC 5.500% 2/01/18   2010-02-26 2012-08-02
c 25000. CISCO SYSTEMS 4.450% 1/15/20   2010-02-18 2012-08-02
d 25000. COCA COLA CO 4.875% 3/15/19   2010-02-18 2012-08-02
e 25000. PEPSICO INC 4.500% 1/15/20   2010-02-18 2012-08-02
350. EATON CORP   2012-03-14 2012-08-15
25000. HEWLETT PACK CO 2.950% 8/15/12   2010-02-22 2012-08-15
215. ALBEMARLE CORP   2012-03-14 2012-09-21
274. ALLERGAN INC   2010-02-17 2012-09-21
474. ARM HLDGS PLC A D R   2011-02-18 2012-09-21
286. B/E AEROSPACE INC   2012-03-14 2012-09-21
190. BIOGEN IDEC INC   2010-02-17 2012-09-21
175. CANADIAN NATL RY CO COM   2012-03-14 2012-09-21
172. CITRIX SYS INC   2012-03-14 2012-09-21
225. CITRIX SYS INC   2010-02-17 2012-09-21
764. DARLING INTL INC   2012-03-14 2012-09-21
147. DASSAULT SYSTEMES SA A D R   2011-02-18 2012-09-21
776. DIGITAL RIVER INC   2012-03-14 2012-09-21
762. E M C CORP MASS   2010-02-17 2012-09-21
69. ENERGIZER HOLDINGS INC   2010-02-17 2012-09-21
273. ENERGIZER HOLDINGS INC   2011-09-06 2012-09-21
406. FOREST LABS INC   2012-03-14 2012-09-21
388. FOREST LABS INC   2011-09-06 2012-09-21
165. FRANKLIN RES INC   2011-07-28 2012-09-21
221. GILEAD SCIENCES INC   2010-02-17 2012-09-21
615. HOYA CORP A D R   2012-03-14 2012-09-21
819. INTEL CORP   2012-03-14 2012-09-21
1020. JUPITER TELECOM A D R   2011-02-18 2012-09-21
295. KENNAMETAL INC   2012-03-14 2012-09-21
580. LOREAL UNSPONSORED A D R   2012-03-14 2012-09-21
492. LOWE'S COS INC   2012-03-14 2012-09-21
310. MADDEN STEVEN LTD   2012-03-14 2012-09-21
418. MONSTER BEVERAGE CORP   2010-08-17 2012-09-21
222. NESTLE S A SPONSORED ADR REPSTG REG SH   2012-03-14 2012-09-21
498. ORACLE CORPORATION   2012-03-14 2012-09-21
485. PARAMETRIC TECHNOLOGY CORP   2012-03-14 2012-09-21
200. POLARIS INDS INC   2012-03-14 2012-09-21
28. PRICELINE COM INC   2012-03-14 2012-09-21
571. PROGRESS SOFTWARE CORP   2012-03-14 2012-09-21
240. QUALCOMM INC   2010-08-17 2012-09-21
259. QUALCOMM INC   2011-09-06 2012-09-21
188. RALCORP HOLDINGS INC   2012-03-14 2012-09-21
370. RAYMOND JAMES FINL INC   2012-03-14 2012-09-21
400. SPDR S&P 500 ETF TRUST   2012-05-18 2012-09-21
245. SAP AG A D R   2012-03-14 2012-09-21
266. SASOL LTD SPONSORED A D R   2012-03-14 2012-09-21
101. SCHLUMBERGER LTD   2010-02-17 2012-09-21
173. SCHLUMBERGER LTD   2011-09-06 2012-09-21
3766. TURKIYE GARANTI BANKASI A S A D R   2012-03-14 2012-09-21
468. UNITED HEALTH GROUP INCORPORATED   2010-02-17 2012-09-21
425. WAL MART DE MEXICO SAB DE CV A D R   2012-03-14 2012-09-21
336. WATTS WATER TECHNOLOGIES CL A   2012-03-14 2012-09-21
187. WEIGHT WATCHERS INTL INC   2012-03-14 2012-09-21
112. HERBALIFE LTD   2010-10-11 2012-09-21
233. HERBALIFE LTD   2011-09-06 2012-09-21
412. SENSATA TECHNOLOGIES HOLDING   2011-09-06 2012-09-21
364. AVAGO TECHNOLOGIES   2012-03-14 2012-09-21
25000. GEN ELEC CAP M T N 2.800% 1/08/13   2010-02-17 2013-01-08
25000. BARCLAYS BK PLC 2.500% 1/23/13   2010-03-02 2013-01-23
539. SHAW GROUP INC   2012-09-21 2013-02-13
647. ALIGN TECHNOLOGY INC   2012-09-21 2013-02-22
110. ALLIANCE DATA SYSTEMS CORP   2012-03-14 2013-02-22
487. ANN INC   2012-03-14 2013-02-22
1217. CBRE GROUP INC   2012-09-21 2013-02-22
344.561 CHICAGO BRIDGE IRON NY SHS   2011-07-28 2013-02-22
69.439 CHICAGO BRIDGE IRON NY SHS   2013-02-13 2013-02-22
1583. DYCOM INDS INC   2012-09-21 2013-02-22
512. ERSTE GROUP BANK AG A D R   2010-02-17 2013-02-22
2381. ERSTE GROUP BANK AG A D R   2011-09-06 2013-02-22
966. FIFTH THIRD BANCORP   2012-03-14 2013-02-22
342. GENESCO INC   2012-09-21 2013-02-22
983. JDS UNIPHASE CORP   2012-03-14 2013-02-22
1036. PETROLEO BRASILEIRO SPON A D R   2012-09-21 2013-02-22
323. PETROLEO BRASILEIRO SPON A D R   2011-02-18 2013-02-22
553. PRINCIPAL FINANCIAL GROUP INC   2011-09-06 2013-02-22
1281. PRINCIPAL FINANCIAL GROUP INC   2012-09-21 2013-02-22
429. PRINCIPAL FINANCIAL GROUP INC   2010-02-17 2013-02-22
2707. QUIKSILVER INC   2012-09-21 2013-02-22
3260. QUIKSILVER INC   2011-09-06 2013-02-22
123. REGENERON PHARMACEUTICALS INC   2012-03-14 2013-02-22
90. SALESFORCE COM INC   2012-03-14 2013-02-22
800. ENERGY SELECT SECTOR SPDR FD   2012-11-16 2013-02-22
2500. STAPLES INC   2012-08-15 2013-02-22
1490. TEREX CORP NEW   2012-09-21 2013-02-22
869. USG CORP   2012-03-14 2013-02-22
134. USG CORP   2012-09-21 2013-02-22
280. UNDER ARMOUR INC CL A   2012-03-14 2013-02-22
.439 CHICAGO BRIDGE IRON NY SHS   2011-07-28 2013-02-25
(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 25,000   25,832 -832
b 30,235   26,613 3,622
c 29,445   24,579 4,866
d 30,081   25,987 4,094
e 29,341   25,031 4,310
15,921   17,719 -1,798
25,000   26,086 -1,086
11,526   13,732 -2,206
25,084   16,450 8,634
13,376   14,462 -1,086
12,149   13,642 -1,493
29,476   10,670 18,806
15,521   13,713 1,808
13,997   13,540 457
18,310   9,814 8,496
13,958   13,454 504
16,023   11,260 4,763
13,176   13,704 -528
21,397   13,288 8,109
5,229   3,865 1,364
20,688   19,615 1,073
14,506   13,812 694
13,863   12,905 958
20,714   21,702 -988
14,955   10,826 4,129
14,126   13,801 325
18,952   22,875 -3,923
10,016   10,835 -819
11,204   13,791 -2,587
14,587   13,624 963
14,627   14,942 -315
13,098   13,732 -634
22,752   9,396 13,356
14,159   13,546 613
16,230   15,030 1,200
11,184   13,755 -2,571
16,420   13,614 2,806
17,899   18,190 -291
11,785   13,640 -1,855
15,427   9,535 5,892
16,648   12,739 3,909
13,656   13,904 -248
13,938   13,464 474
58,479   52,148 6,331
17,924   17,312 612
12,005   13,452 -1,447
7,564   6,606 958
12,956   12,636 320
15,817   14,235 1,582
26,077   15,513 10,564
12,014   13,872 -1,858
13,047   13,711 -664
10,010   15,121 -5,111
5,297   3,644 1,653
11,020   12,815 -1,795
12,752   12,609 143
12,882   13,737 -855
25,000   25,124 -124
25,000   25,050 -50
25,662   23,635 2,027
20,571   24,489 -3,918
16,822   13,636 3,186
13,227   13,548 -321
28,872   23,841 5,031
18,517   14,253 4,264
3,732   3,650 82
33,677   23,982 9,695
7,936   9,810 -1,874
36,905   38,685 -1,780
15,177   13,505 1,672
20,753   23,404 -2,651
14,323   13,535 788
17,816   23,755 -5,939
5,555   10,775 -5,220
17,385   12,531 4,854
40,273   35,919 4,354
13,487   9,866 3,621
16,082   9,501 6,581
19,367   12,584 6,783
19,449   13,858 5,591
15,317   13,626 1,691
62,103   55,176 6,927
32,800   27,720 5,080
48,148   35,532 12,616
23,907   13,600 10,307
3,686   3,200 486
13,250   13,787 -537
23   18 5
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       -832
b       3,622
c       4,866
d       4,094
e       4,310
      -1,798
      -1,086
      -2,206
      8,634
      -1,086
      -1,493
      18,806
      1,808
      457
      8,496
      504
      4,763
      -528
      8,109
      1,364
      1,073
      694
      958
      -988
      4,129
      325
      -3,923
      -819
      -2,587
      963
      -315
      -634
      13,356
      613
      1,200
      -2,571
      2,806
      -291
      -1,855
      5,892
      3,909
      -248
      474
      6,331
      612
      -1,447
      958
      320
      1,582
      10,564
      -1,858
      -664
      -5,111
      1,653
      -1,795
      143
      -855
      -124
      -50
      2,027
      -3,918
      3,186
      -321
      5,031
      4,264
      82
      9,695
      -1,874
      -1,780
      1,672
      -2,651
      788
      -5,939
      -5,220
      4,854
      4,354
      3,621
      6,581
      6,783
      5,591
      1,691
      6,927
      5,080
      12,616
      10,307
      486
      -537
      5
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 2 166,625
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 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))
2011 156,967 2,506,876 0.062615
2010 113,789 1,969,009 0.05779
2009 50,181 1,661,757 0.030198
2008 0 7,944 0.0
2007      
2 Total of line 1, column (d) ...................... 2 0.150603
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 0.037651
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 4,070,954
5 Multiply line 4 by line 3....................... 5 153,275
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,801
7 Add lines 5 and 6......................... 7 155,076
8 Enter qualifying distributions from Part XII, line 4.............. 8 89,566
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 3,603
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 3,603
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 3,603
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 1,204
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 1,204
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 2,399
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 2013 estimated taxBullet0 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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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 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 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 (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    3,231,889
    b
    Average of monthly cash balances.......................
    1b
    901,059
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,132,948
    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
    4,132,948
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,994
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,070,954
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    203,548
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    203,548
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    3,603
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,603
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    199,945
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    199,945
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    199,945
    Part XII
    Qualifying Distributions (see 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
    89,566
    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
    89,566
    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 instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    89,566
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 199,945
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 0
    b From 2008....... 0
    c From 2009....... 0
    d From 2010....... 0
    e From 2011....... 18,606
    fTotal of lines 3a through e......... 18,606
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 89,566
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 89,566
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2012. 18,606 18,606
    (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 0
    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 instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		91,773
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2008.... 0
    b Excess from 2009.... 0
    c Excess from 2010.... 0
    d Excess from 2011.... 0
    e Excess from 2012.... 0
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 or e-mail 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 (2012)
    Form 990-PF (2012)
    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 60,000
    THE ARMY HISTORICAL FOUNDATION INC
    2425 WILSON BLVD
    ARLINGTON,VA22201     		NONE CHARITABLE GENERAL 25,000
    Total .................................bullet 3a 85,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 56,944  
    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     18 166,625  
    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)..   223,569  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13223,569
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    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
    2012
    Name of the 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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    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

    		$2,000,000


    (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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    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) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 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 2012 InvestmentsCorpBondsSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CREDIT SUISSE NY 3.450 7/2/12    
    HEWLETT PACKARD 2.95 8/15/12    
    GENERAL ELEC CAP 2.80 1/08/13    
    PRAXAIR INC. 2.125 6/14/13 25,200 25,088
    WELLS FARGO CO. 3.75% 10/1/14 25,473 26,179
    SOUTHERN CA EDISON 4.65 4/1/15 26,940 26,981
    NOVARTIS CAP. CORP 2.9 4/24/15 25,052 26,219
    BOEING CO. 3.75 11/20/16 25,311 27,254
    GOLDMAN SACHS 5.95 1/18/18 26,362 29,148
    ATT INC. 5.5 2/1/2018    
    COCA COLA CO 4.875 3/15/19    
    CISCO SYSTEMS 4.45 1/15/20    
    PEPSICO INC. 4.5 1/15/2020    
    BARCLAYS BANK 2.5 01/23/2013    
    BP CAPITAL MKTS 3.625 5/8/14 25,933 25,827
    TOTAL CAPITAL 3.125 10/5/2015 24,897 26,457
    BHP BILLITON FIN. 5.4 3/29/17 26,712 28,967
    ONTARIO PROV. 4.0 10/7/2019 24,465 28,521
    MICROSOFT CORP .875% 9/27/13 100,770 100,279
    IBM CORP 1.250% 5/12/14 50,845 50,528
    PROCTOR & GAMBLE .7% 8/15/14 50,359 50,276
    TOYOTA MOTOR CR 1.25% 11/17/14 101,484 101,249
    COLGATE PALMOLIVE 1.375% 11/15 50,874 50,956
    BERKSHIRE HATHWY FIN 1.5% 1/14 101,545 100,907
    TARGET CORP. 1.125% 7/18/14 101,661 101,042
    PEPSICO INC. .8% 8/25/14 100,858 100,561
    PACCAR FIN.CORP 1.55% 9/29/14 102,242 101,681
    VERIZON COMM. 1.25% 11/30/14 101,849 101,235
    INTEL CORP. 1.95% 10/1/16 103,881 103,590
    ATT INC. 1.6% 2/15/17 100,756 101,222
    WALT DISNEY CO 1.125% 2/15/17 101,281 100,075
    SANOFI 1.2% 9/30/14 101,775 101,080
    STATOIL ASA 1.8% 11/23/16 103,392 103,346

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALBEMARLE CORP. 215 SH    
    ALLERGAN INC. 274 SH    
    BIOGEN IDEC INC. 190 SH    
    CITRIX SYS INC. 408 SH 29,612 29,437
    E BAY INC. 1367 SH 46,890 74,119
    E M C CORP. 1026 SH 24,152 24,511
    ENERGIZER HOLDINGS 342 SH    
    GILEAD SCIENCES INC. 221 SH    
    GOOGLE INC. CL A 61 SH 32,408 48,445
    INTEL CORP. 819 SH    
    JABIL CIRCUIT INC. 1166 SH    
    JACOBS ENGR GROUP 668 SH 29,077 37,568
    MADDEN STEVEN LTD. 310 SH    
    MASTERCARD INC. 145 SH 50,647 78,464
    ORACLE CORP. 498 SH    
    PEGASYSTEMS INC. 57 SH 2,059 1,601
    POLARIS INDS INC. 200 SH    
    PRINCIPAL FINL GROUP 982 SH    
    PROGRESS SOFTWARE 571 SH    
    QUALCOMM INC. 371 SH 24,067 24,835
    RALCORP HLDGS INC 188 SH    
    SALESFORCE COM INC 90 SH    
    TEMPUR PEDIC INTL INC 174 SH 9,739 8,636
    UNITED HEALTH GROUP 468 SH    
    WATTS WATER TECH 336 SH    
    ALLIANZ SE ADR 3141 SH 34,650 42,718
    ARM HLDGS PLC ADR 575 SH 24,546 24,363
    DASSAULT SYSTEMES SA ADR 147    
    ERSTE GROUP BANK AD ADR 2893    
    FANUC LTD 897 SH 23,104 23,062
    HERBALIFE LTD 345 SH    
    I C I C I BANK LTD ADR 1213 SH 49,328 52,038
    JUPITER TELECOM ADR 153 SH    
    LOGITECH INTL SA 547 SH 10,513 3,813
    LOREAL CO UNSPONS.ADR 580 SH    
    LVMH MOET HENNESSY LOU VUITT 10,704 11,580
    NESTLE SA SPSD ADR 222 SH    
    PETROLEO BRASILEIRO 323 SH    
    SAP AG ADR 245 SH    
    SASOL LTD SPSD ADR 266 SH    
    SCHLUMBERGER LTD 311 SH 24,025 23,291
    SCHNEIDER ELECT SA UNSP 1700SH 22,477 24,905
    SENSATA TECH. HLDGS 412 SH    
    WAL MART DE MEXICO SAB 425 SH    
    A T M I INC. 1122 SHARES 18,320 25,166
    ALLIANCE DATA SYS. 110 SH    
    ANN INC. 487 SH    
    B E AEROSPACE INC. 286 SH    
    BRUNSWICK CORP. 553 SH 13,864 18,924
    CBS CORP CL B 1658 SHARES 52,733 77,412
    DARLING INTL INC. 764 SH    
    DIGITAL RIVER INC. 776 SH    
    EATON CORP. 350 SH    
    EXPEDIA INC. 634 SH 31,079 38,050
    FIFTH THIRD BANCORP 966 SH    
    FOREST LABS INC. 775 SH 28,434 29,481
    FRANKLIN RES INC. 165 SH    
    JDS UNIPHASE CORP. 983 SH    
    KENNAMETAL INC. 295 SH    
    KEY ENERGY SERV. INC. 3564 SH 36,486 28,797
    LOWES CO INC. 492 SH    
    MONSTER BEVERAGE 418 SH    
    NVIDIA CORP. 1839 SH 28,081 23,594
    PARAMETRIC TECH CORP 485 SH    
    PRICELINE COM INC. 28 SH    
    QUIKSILVER INC. 3981 SH 13,973 24,165
    RAYMOND JAMES FINL 370 SH    
    REGENERON PHARM. 123 SH    
    TENNECO AUTOM. INC. 344 SH 13,693 13,523
    TEREX CORP NEW 757 SH 17,126 26,056
    UNDER ARMOUR INC 140 SH    
    USG CORP 887 SH 21,181 23,452
    WEIGHT WATCHERS INTL 187 SH    
    ALCATEL LUCENT ADR 1809 SH 10,366 2,406
    AMERICA MOVIL ADR 370 SH 10,400 7,755
    AVAGO TECHNOLOGIES 364 SH    
    CANADIAN NATL RY CO 175 SH    
    CHICAGO BRIDGE IRON NY 345 SH    
    CSL LIMITED ADR 774 SH 13,746 24,087
    HOYA CORP ADR 615 SH    
    ITAU UNIBANCO HLDGS 2041 SH 38,342 36,330
    JGC CORP UNSPND ADR 420 SH 22,470 21,563
    TURKIYE GARANTI BANKASI 3766    
    ALLSTATE CORP. 1236 SH 57,743 60,651
    AMAG PHARM. 1351 SH 23,717 32,221
    AMERICAN EAGLE OUTFIT, 1165 SH 23,816 21,786
    AMERICAN SUPERCOND. 6038 SH 23,813 16,121
    APPLE INC. 84 SH 41,868 37,183
    CACHE INC. 7378 SH 25,309 31,135
    CHICOS FAS INC. 1263 SH 23,795 21,218
    COCA COLA CO. 500 SH 18,460 20,220
    CYTOKINETICS INC. 28,794 SH 26,721 32,825
    EXPRESS SCRIPTS HLDGS 460 SH 25,769 26,505
    HUDSON GLOBAL INC. 5293 SH 24,215 20,854
    JABIL CIRCUIT INC. 2242 SH 41,636 41,432
    KONA GRILL INC. 2807 SH 23,566 25,628
    MERCURY SYS. INC. 2230 SH 24,189 16,435
    MICROSOFT CORP. 2500 SH 69,275 71,513
    MODUSLINK GLOBAL SOL. 6164 SH 24,531 20,341
    MONDELEX INTERN'L 700 SH 18,536 21,431
    PERFICIENT INC. 2082 SH 23,906 24,276
    QUANTA SVCS INC. 845 SH 24,268 24,150
    R T I INTL METALS INC. 978 SH 23,755 30,993
    SONUS NETWORKS INC. 11,242 SH 24,373 29,117
    TRIQUINT SEMICOND. 4239 SH 23,738 21,449
    URBAN OUTFITTERS 597 SH 23,808 23,128
    WILLIAMS SONOMA INC. 529 SH 24,154 27,254
    BUNGE LIMITED 327 SH 23,907 24,142
    EATON CORP PLC 404 SH 24,179 24,745
    MTN GROUP LTD ADR 1208 SH 24,885 21,418
    SUNOPTA INC. 3632 SH 24,267 26,150

    TY 2012 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 114,008 109,105
    ISHARES TR IBOXX H Y CORP BD AT COST 189,102 207,570
    ISHARES DJ SELECT DIVIDEND ETF AT COST 99,954 114,120
    ISHARES DJ US REAL ESTATE ETF AT COST 159,925 173,700
    ISHARES MSCI EMERGING MKTS ETF AT COST 75,850 85,540
    SPDR GOLD TRUST AT COST 76,110 77,235
    UTILITIES SELECT SECTOR SPDR AT COST 51,585 58,650

    TY 2012 OtherDecreasesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Description Amount
    MUTUAL FUND POSTINGS NOT ON YEAR END STATEMENT 2,431


    TY 2012 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
    PA BUREAU OF CHAR.ORGANIZATION 15 0   15


    TY 2012 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 45,513 40,962   4,551


    TY 2012 SubstantialContributorsSch
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name Address
    TRIUMPH GROUP INC
          		899 CASSATT RD SUITE 210
    BERWYN,PA19312


    TY 2012 TaxesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES/ADR FEES PAID 1,552 1,552   0
    2012 FEDERAL EXCISE TAX 137 0   0
    2013 FEDERAL EXCISE TAX ESTIMA 1,204 0   0