Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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 or province, country, and ZIP or foreign postal 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
E 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$6,305,738J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 113,475 113,475  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 259,034
b Gross sales price for all assets on line 6a 1,536,357
7 Capital gain net income (from Part IV, line 2)... 259,034
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........ 372,509 372,509  
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 67,476 60,728   6,748
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,854 2,918   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 316 301   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,146 64,447 0 6,763
25 Contributions, gifts, grants paid........ 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 314,146 64,447 0 246,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,363
b Net investment income (if negative, enter -0-) 308,062
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 664,257 338,287 338,287
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 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)........ 2,179,579 Click to see attachment2,080,934 2,627,654
c Investments—corporate bonds (attach schedule)........ 1,476,916 Click to see attachment1,412,292 1,414,251
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,353,169 Click to see attachment1,899,881 1,925,546
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) 5,673,921 5,731,394 6,305,738
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......... 5,673,921 5,731,394
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 instructions)...... 5,673,921 5,731,394
31 Total liabilities and net assets/fund balances (see instructions).. 5,673,921 5,731,394
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 5,673,921
2 Enter amount from Part I, line 27a..................... 2 58,363
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,732,284
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 890
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,731,394
Form 990-PF (2014)
Form 990-PF (2014)
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 1122. A T M I INC   2011-09-06 2014-04-30
b 25000. BP CAPITAL PLC 3.625% 5/08/14   2010-02-18 2014-05-08
c 50000. IBM CORP 1.250% 5/12/14   2011-11-09 2014-05-12
d 775. FOREST LABS INC   2013-02-22 2014-06-30
e .5 ITAU UNIBANCO HOLDINGS SA A D R   2012-03-14 2014-07-01
100000. TARGET CORP 1.125% 7/18/14   2012-08-02 2014-07-18
.4958 CBS OUTDOOR AMERICAS INC   2013-02-22 2014-07-29
.7658 VERITIV CORP   2014-04-11 2014-08-07
50000. PROCTOR GAMBLE CO 0.700% 8/15/14   2011-11-09 2014-08-15
100000. PEPSICO INC 0.800% 8/25/14   2012-08-02 2014-08-25
774. CSL LIMITED A D R   2012-03-14 2014-08-28
1213. ICICI BANK LTD A D R   2011-02-18 2014-08-28
2469. ITAU UNIBANCO HOLDINGS SA A D R   2012-03-14 2014-08-28
100000. PACCAR FINANCIAL MTN 1.550% 9/29/14   2012-08-03 2014-09-29
100000. VERIZON COMM INC 1.250% 11/03/14   2012-08-02 2014-09-29
100000. SANOFI 1.200% 9/30/14   2012-08-02 2014-09-30
1165. AMERICAN EAGLE OUTFITTERS   2013-02-22 2014-10-01
500. CENTURYLINK INC   2013-05-29 2014-10-01
500. GILEAD SCIENCES INC COM   2014-03-28 2014-10-01
3564. KEY ENERGY SERVICES INC   2012-03-14 2014-10-01
350. KNOWLES CORP   2013-12-18 2014-10-01
500. MICROSOFT CORP   2013-02-22 2014-10-01
239. TRIQUINT SEMICONDUCTOR INC   2012-09-21 2014-10-01
26. VERITIV CORP   2014-04-11 2014-10-01
25000. WELLS FARGO CO MTN 3.750% 10/01/14   2010-03-02 2014-10-01
100000. TOYOTA MOTOR M T N 1.250% 11/17/14   2012-02-29 2014-11-17
481. OUTFRONT MEDIA INC   2013-02-22 2014-12-05
6038. AMERICAN SUPERCONDUCTOR CORP   2012-09-21 2015-01-06
5000. CACHE INC   2012-09-21 2015-01-06
58. OUTFRONT MEDIA INC   2014-12-31 2015-01-06
1674. QORVO INC   2012-09-21 2015-01-06
3981. QUIKSILVER INC   2012-09-21 2015-01-06
.508 OUTFRONT MEDIA INC   2014-12-31 2015-01-08
.8 QORVO INC   2012-09-21 2015-01-14
.4 SONUS NETWORKS INC   2012-09-21 2015-02-05
875. APPLE COMPUTER INC COM   2012-11-05 2015-03-03
553. BRUNSWICK CORP   2012-03-14 2015-03-03
500. GILEAD SCIENCES INC COM   2013-10-09 2015-03-03
807. KONA GRILL INC   2012-09-21 2015-03-03
250. MASTERCARD INC   2012-09-21 2015-03-03
400. TARGET CORPORATION   2014-01-30 2015-03-03
(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 38,148   18,320 19,828
b 25,000   25,851 -851
c 50,000   50,721 -721
d 67,278   28,434 38,844
e 7   9 -2
100,000   101,193 -1,193
16   10 6
29   26 3
50,000   50,277 -277
100,000   100,585 -585
26,896   13,746 13,150
64,421   49,328 15,093
43,330   38,332 4,998
100,000   101,460 -1,460
100,103   101,232 -1,129
100,000   101,156 -1,156
16,323   23,816 -7,493
20,235   18,070 2,165
52,668   34,505 18,163
17,072   36,486 -19,414
8,877   10,446 -1,569
22,987   13,855 9,132
4,288   1,338 2,950
1,305   867 438
25,000   25,392 -392
100,000   100,954 -954
13,043   9,587 3,456
4,388   23,813 -19,425
800   12,438 -11,638
1,543   1,537 6
106,683   22,389 84,294
7,564   13,973 -6,409
13   13  
52   11 41
7   4 3
112,431   62,374 50,057
30,575   13,864 16,711
51,294   29,845 21,449
20,749   6,775 13,974
22,737   11,468 11,269
30,495   22,823 7,672
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       19,828
b       -851
c       -721
d       38,844
e       -2
      -1,193
      6
      3
      -277
      -585
      13,150
      15,093
      4,998
      -1,460
      -1,129
      -1,156
      -7,493
      2,165
      18,163
      -19,414
      -1,569
      9,132
      2,950
      438
      -392
      -954
      3,456
      -19,425
      -11,638
      6
      84,294
      -6,409
       
      41
      3
      50,057
      16,711
      21,449
      13,974
      11,269
      7,672
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 2 259,034
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 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))
2013 115,963 5,287,058 0.021933
2012 89,566 4,070,954 0.022001
2011 156,967 2,506,876 0.062615
2010 113,789 1,969,009 0.05779
2009 50,181 1,661,757 0.030198
2 Total of line 1, column (d) ...................... 2 0.194537
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 0.038907
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 6,304,794
5 Multiply line 4 by line 3....................... 5 245,301
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,081
7 Add lines 5 and 6......................... 7 248,382
8 Enter qualifying distributions from Part XII, line 4.............. 8 246,763
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 (2014)
Form 990-PF (2014)
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 6,161
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 6,161
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 6,161
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,936
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 2,936
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 3,225
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 2015 estimated taxBullet0 RefundedBullet 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    5,896,011
    b
    Average of monthly cash balances.......................
    1b
    504,795
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,400,806
    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
    6,400,806
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    96,012
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,304,794
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    315,240
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    315,240
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,161
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,161
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    309,079
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    309,079
    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
    309,079
    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
    246,763
    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
    246,763
    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
    246,763
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 309,079
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 237,229
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 246,763
    a Applied to 2013, but not more than line 2a 237,229
    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 2014 distributable amount..... 9,534
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		299,545
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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 85,000
    PETER'S PLACE
    150 NORTH RADNOR CHESTER ROAD SUITE
    RADNOR,PA19087     		NONE CHARITABLE GENERAL 25,000
    BRYN MAWR HOSPITAL FOUNDATION
    130 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		NONE CHARITABLE GENERAL 50,000
    THE ARMY HISTORICAL FOUNDATION INC
    2425 WILSON BLVD
    ARLINGTON,VA22201     		NONE CHARITABLE GENERAL 25,000
    OUTWARD BOUND
    3520 WEST SEDGELEY DR
    PHILADELPHIA,PA19130     		NONE CHARITABLE GENERAL 55,000
    Total .................................bullet 3a 240,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 113,475  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 259,034  
    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)..   372,509  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13372,509
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 500 500    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELLS FARGO CO. 3.75% 10/1/14    
    SOUTHERN CA EDISON 4.65 4/1/15 26,538 25,000
    NOVARTIS CAP. CORP 2.9 4/24/15 25,041 25,033
    BP CAPITAL MKTS 3.625 5/8/14    
    IBM CORP 1.250% 5/12/14 99,827 100,351
    PROCTOR & GAMBLE .7% 8/15/14    
    TOYOTA MOTOR CR 1.25% 11/17/14    
    COLGATE PALMOLIVE 1.375% 11/15 50,648 50,303
    TARGET CORP. 1.125% 7/18/14    
    PEPSICO INC. .8% 8/25/14    
    PACCAR FIN.CORP 1.55% 9/29/14    
    VERIZON COMM. 1.25% 11/30/14    
    INTEL CORP. 1.95% 10/1/16 102,843 101,880
    ATT INC. 1.6% 2/15/17 100,547 100,277
    WALT DISNEY CO 1.125% 2/15/17 100,955 100,732
    SANOFI 1.2% 9/30/14    
    STATOIL ASA 1.8% 11/23/16 102,520 101,556
    GENERAL ELEC CAP 1.5% 7/12/16 100,314 101,065
    BERKSHIRE HATHWY 1.9% 1/31/17 101,594 101,985
    CHEVRON CORP 1.718% 6/24/18 100,989 101,267
    COCA COLA CO 1.150% 4/01/18 99,740 99,989
    MERCK CO INC 1.300% 5/18/18 98,962 100,110
    UNITED PARCEL 1.125% 10/01/17 100,039 100,655
    WAL MART STORES 1.950% 12/15/1 100,788 102,206
    SHELL INTL FIN 2.000% 11/15/1 100,947 101,842

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CITRIX SYS INC. 408 SH 29,612 26,059
    E BAY INC. 1367 SH 46,890 78,849
    E M C CORP. 1026 SH 24,152 26,225
    GILEAD SCIENCES INC. 1200 SH 94,979 147,195
    MASTERCARD INC. 1250 SH 30,006 86,390
    QUALCOMM INC. 900 SH 62,752 62,406
    TEMPUR PEDIC INTL INC 174 SH 24,267 38,572
    ALLIANZ SE ADR 3141 SH 34,650 54,669
    ARM HLDGS PLC ADR 575 SH 24,546 28,348
    FANUC LTD 897 SH 23,104 32,794
    I C I C I BANK LTD ADR 1213 SH    
    LVMH MOET HENNESSY LOU VUITT 10,527 11,911
    SCHLUMBERGER LTD 700 SH 98,360 100,128
    SCHNEIDER ELECT SA UNSP 1700SH 22,280 26,333
    A T M I INC. 1122 SHARES    
    BRUNSWICK CORP. 553 SH    
    CBS CORP CL B 1500 SHARES 38,967 77,485
    FOREST LABS INC. 775 SH    
    KEY ENERGY SERV. INC. 3564 SH    
    QUIKSILVER INC. 3981 SH    
    TENNECO AUTOM. INC. 344 SH 13,693 19,752
    TEREX CORP NEW 757 SH 17,126 20,129
    CSL LIMITED ADR 774 SH    
    ITAU UNIBANCO HLDGS 2245 SH    
    JGC CORP UNSPND ADR 420 SH 22,470 16,743
    ALLSTATE CORP. 1236 SH 57,743 87,966
    AMAG PHARM. 1351 SH 23,717 73,846
    AMERICAN EAGLE OUTFIT, 1165 SH    
    AMERICAN SUPERCOND. 6038 SH    
    APPLE INC. 125 SH    
    CACHE INC. 5000 SH    
    CHICOS FAS INC. 1263 SH 23,795 22,342
    COCA COLA CO. 500 SH 18,460 20,275
    CYTOKINETICS INC. 2000 SH 11,136 13,560
    EXPRESS SCRIPTS HLDGS 460 SH 25,769 39,914
    HUDSON GLOBAL INC. 5293 SH 24,215 14,450
    JABIL CIRCUIT INC. 2242 SH 40,459 52,418
    KONA GRILL INC. 2807 SH 16,791 56,840
    MERCURY SYS. INC. 2230 SH 24,189 34,677
    MICROSOFT CORP. 2500 SH 55,420 81,310
    MODUSLINK GLOBAL SOL. 6164 SH 24,531 23,731
    MONDELEZ INTERN'L 700 SH 18,536 25,263
    PERFICIENT INC. 2082 SH 23,906 43,077
    R T I INTL METALS INC. 978 SH 23,755 35,120
    SONUS NETWORKS INC. 11,242 SH 24,368 17,714
    TRIQUINT SEMICOND. 4239 SH    
    WILLIAMS SONOMA INC. 529 SH 24,154 42,167
    BUNGE LIMITED 327 SH 23,907 26,932
    MTN GROUP LTD ADR 1208 SH 24,885 20,602
    SUNOPTA INC. 3632 SH    
    ANADARKO PETROLEUM 900 SH 71,031 74,529
    CENTURYLINK INC. 3200 SH 91,949 93,285
    CSX CORP. 2300 SH 60,731 76,176
    DOVER CORP. 700 SH 52,976 48,384
    EXXON MOBIL CORP. 800 SH 70,048 68,000
    JOHNSON CONTROLS INC. 1000 SH 44,040 50,440
    KNOWLES CORP. 350 SH    
    MCDONALDS CORP. 800 SH 74,838 77,952
    SOUTHERN CO. 2500 SH 107,437 110,700
    TARGET CORP. 1100 SH 39,312 57,449
    WAL MART STORES 700 SH 51,184 57,575
    E O G RES INC 84,387 91,690
    GENERAL MILLS INC 76,170 84,900
    INTERNATIONAL PAPER CO 62,150 77,686
    J P MORGAN CHASE CO 66,564 72,696

    TY 2014 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 196,454 133,104
    ISHARES TR IBOXX H Y CORP BD AT COST 189,102 199,342
    ISHARES DJ US REAL ESTATE ETF AT COST 321,994 396,600
    ISHARES MSCI EMERGING MKTS ETF AT COST 384,082 401,300
    SPDR GOLD TRUST AT COST 139,090 113,660
    ISHARES JPMORGAN USD EMERG MKT AT COST 160,357 168,180
    ISHARES MSCI EAFE ETF AT COST 508,802 513,360

    TY 2014 OtherDecreasesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Description Amount
       
       
       


    TY 2014 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
    OTHER NON-ALLOCABLE EXPENSE - 15 0   15
    OTHER NONALLOCABLE EXPENSES - 301 301   0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSES - 2% 67,476 60,728   6,748


    TY 2014 TaxesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN
    EIN: 26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,503 1,503   0
    FEDERAL ESTIMATES - PRINCIPAL 2,936 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,066 1,066   0
    FOREIGN TAXES ON NONQUALIFIED 349 349   0