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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
TRIUMPH GROUP CHARITABLE FDN AGY UMA
 
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,982,239J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 108,153 108,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 454,954
b Gross sales price for all assets on line 6a 3,109,164
7 Capital gain net income (from Part IV, line 2)... 454,954
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........ 563,107 563,076  
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 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 65,997 59,397   6,600
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,011 1,865   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 258 258    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,766 61,520 0 8,100
25 Contributions, gifts, grants paid....... 298,019 298,019
26 Total expenses and disbursements. Add lines 24 and 25 367,785 61,520 0 306,119
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 195,322
b Net investment income (if negative, enter -0-) 501,556
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 168,842 160,803 160,803
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)....... 4,461,517 Click to see attachment3,822,320 5,339,546
c Investments—corporate bonds (attach schedule)....... 603,826 Click to see attachment98,323 101,626
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment1,348,256 1,380,264
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) 5,234,185 5,429,702 6,982,239
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,234,185 5,429,702
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,234,185 5,429,702
30 Total liabilities and net assets/fund balances (see instructions). 5,234,185 5,429,702
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,234,185
2
Enter amount from Part I, line 27a .....................
2
195,322
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
195
4
Add lines 1, 2, and 3 ..........................
4
5,429,702
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,429,702
Form 990-PF (2020)
Form 990-PF (2020)
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 100. ALLSTATE CORP   2013-02-22 2020-04-07
b 400. GILEAD SCIENCES INC COM   2014-04-10 2020-04-07
c 699.98492 ISHARES MSCI EMERGING MARKETS ETF   2020-01-27 2020-04-07
d 394. ISHARES MSCI EMERGING MARKETS ETF   2012-05-16 2020-04-07
e 434.01508 ISHARES MSCI EMERGING MARKETS ETF   2020-01-27 2020-04-07
885. MFC ISHARES TR MSCI EAFE INDEX FD   2014-10-01 2020-04-07
1325. ISHARES DJ US REAL ESTATE   2012-10-12 2020-04-07
2395. ISHARES S&P SMALL CAP 600 INDEX FD   2019-07-09 2020-04-07
1500. ISHARES JPMORGAN USD EMERG ETF   2013-06-20 2020-04-07
100. MC DONALD'S CORP   2013-10-09 2020-04-07
516. SPDR GOLD TRUST   1901-01-01 2020-04-07
150. SOUTHERN CO   2013-06-20 2020-04-07
377. VANGUARD EXTENDED MARKET VIPERS   2019-07-09 2020-04-07
822.844 VANGUARD SMALL CAP INDEX FUND   2019-12-27 2020-04-07
150. WAL MART STORES INC   2013-10-09 2020-04-07
50. PAYPAL HOLDINGS INC   2019-09-05 2020-05-04
516. SPDR GOLD TRUST   1901-01-01 2020-05-12
1919.312 NUVEEN PREFERRED SECURITIES FUND   2019-08-07 2020-05-20
516. SPDR GOLD TRUST   1901-01-01 2020-06-10
220. MATCH GROUP INC   2020-02-27 2020-07-01
300. ALLSTATE CORP   2013-02-22 2020-07-08
500. BRISTOL-MYERS SQUIBB CO   2019-04-12 2020-07-08
661. ISHARES 20 YEAR TREASURY BOND ETF   2020-03-10 2020-07-08
516. SPDR GOLD TRUST   1901-01-01 2020-07-10
516. SPDR GOLD TRUST   1901-01-01 2020-08-11
150. CME GROUP INC   2019-12-02 2020-08-17
100. CISCO SYS INC   2020-02-27 2020-08-17
500. CISCO SYS INC   2019-09-05 2020-08-17
118. INVESCO QQQ TRUST ETF   2020-04-07 2020-08-17
9795. ISHARES CORE US TREASURY BOND ETF   2020-04-07 2020-08-17
2000. JABIL CIRCUIT INC   2010-11-22 2020-08-17
50. MC DONALD'S CORP   2013-10-09 2020-08-17
200. COMCAST CORP CL A   2019-08-16 2020-08-26
300. GILEAD SCIENCES INC COM   2013-10-09 2020-08-26
24. INVESCO QQQ TRUST ETF   2020-04-07 2020-08-26
150. GILEAD SCIENCES INC COM   2013-10-09 2020-09-02
100. SOUTHERN CO   2013-06-20 2020-09-02
516. SPDR GOLD TRUST   1901-01-01 2020-09-15
100000. MICROSOFT CORP 2.000% 11/03/20   2017-01-27 2020-10-03
516. SPDR GOLD TRUST   1901-01-01 2020-10-15
938. ISHARES IBOXX HIGH YIELD ETF   2011-08-19 2020-10-21
982.785 AMERICAN BEACON STEPHENS MID CAP GR   2019-08-13 2020-11-06
200. COMCAST CORP CL A   2019-08-16 2020-11-06
200. J P MORGAN CHASE & CO   2014-04-11 2020-11-06
225. MAXIM INTEGRATED PRODS INC COM   2019-09-05 2020-11-06
25. MC DONALD'S CORP   2013-10-09 2020-11-06
100. NIKE INC CL B COM   2017-03-28 2020-11-06
150. SOUTHERN CO   2013-06-20 2020-11-06
150. TARGET CORPORATION   2014-01-30 2020-11-06
50. NIKE INC CL B COM   2017-03-28 2020-11-10
100. PAYPAL HOLDINGS INC   2019-09-05 2020-11-10
100. SOUTHERN CO   2013-06-20 2020-11-10
50. TARGET CORPORATION   2014-01-30 2020-11-10
510.09 CLEARBRIDGE INTERNATIONAL GROWTH   2019-08-19 2020-11-11
516. SPDR GOLD TRUST   1901-01-01 2020-11-17
350. MAXIM INTEGRATED PRODS INC COM   2019-09-05 2020-11-19
516. SPDR GOLD TRUST   1901-01-01 2020-12-04
300. SPLUNK INC   2019-08-16 2020-12-07
400. COCA COLA CO   2012-11-05 2020-12-15
691. INVESCO QQQ TRUST ETF   2020-04-07 2020-12-15
482. ISHARES CORE TOTAL US BOND MARKETETF   2020-07-08 2020-12-15
197.285 CLEARBRIDGE INTERNATIONAL GROWTH   2019-12-02 2020-12-15
50. MASTERCARD INC   2010-02-17 2020-12-15
75. TARGET CORPORATION   2014-01-30 2020-12-15
15. THERMO ELECTRON CORP   2019-08-16 2020-12-15
40. UNITEDHEALTH GRP INC COM   2019-08-13 2020-12-15
200. APPLE COMPUTER INC COM   2016-01-28 2021-01-19
150. DOVER CORP   2013-12-18 2021-01-19
25. FACEBOOK INC A   2019-12-02 2021-01-19
388. ISHARES CORE TOTAL US BOND MARKETETF   2020-07-08 2021-01-19
18. ISHARES CORE TOTAL US BOND MARKETETF   2019-09-30 2021-01-19
150. J P MORGAN CHASE & CO   2014-04-11 2021-01-19
100. NIKE INC CL B COM   2017-03-28 2021-01-19
35. UNITEDHEALTH GRP INC COM   2019-08-13 2021-01-19
68. VANGUARD EXTENDED MARKET VIPERS   2019-07-09 2021-01-19
2497.333 AMERICAN BEACON STEPHENS MID CAP GR   2019-08-13 2021-01-20
448.812 CLEARBRIDGE INTERNATIONAL GROWTH   2019-12-27 2021-02-10
50. MICROSOFT CORP   2019-08-13 2021-02-10
50. TARGET CORPORATION   2014-01-30 2021-02-10
35. AMGEN INC   2020-07-08 2021-02-18
25. MC DONALD'S CORP   2013-10-09 2021-02-18
75. MICROSOFT CORP   2019-08-06 2021-02-18
143. DIGITAL REALTY TRUST INC   2016-11-25 2021-02-19
300. FIFTH THIRD BANCORP   2016-01-13 2021-02-19
1045.407 CLEARBRIDGE INTERNATIONAL GROWTH   2019-12-02 2021-02-19
50. PAYPAL HOLDINGS INC   2019-09-05 2021-02-19
197. SPDR GOLD TRUST   2013-04-16 2021-02-19
100000. CISCO SYSTEMS INC 2.200% 2/28/21   2017-02-24 2021-02-28
3434.884 AMERICAN BEACON STEPHENS MID CAP GR   2020-02-05 2021-03-23
200. APPLE COMPUTER INC COM   2016-01-28 2021-03-23
13734.203 FEDERATED INST HI YLD BD FD   2020-10-21 2021-03-23
100. GILEAD SCIENCES INC COM   2013-10-09 2021-03-23
786. ISHARES IBOXX HIGH YIELD ETF   2011-11-21 2021-03-23
25. MASTERCARD INC   2010-02-17 2021-03-23
50. NIKE INC CL B COM   2017-03-28 2021-03-23
150. SOUTHERN CO   2013-06-20 2021-03-23
10. THERMO ELECTRON CORP   2019-08-16 2021-03-23
105. VANGUARD INTERMEDIATE TERM BD   2019-08-06 2021-03-23
50. WAL MART STORES INC   2013-10-09 2021-03-23
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(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 9,481   4,672 4,809
b 29,819   26,239 3,580
c 24,719   29,953 -5,234
d 13,914   15,114 -1,200
e 15,327   18,514 -3,187
48,037   56,103 -8,066
93,934   83,579 10,355
134,254   184,119 -49,865
146,584   160,357 -13,773
17,707   9,355 8,352
25   20 5
8,370   6,446 1,924
34,571   45,010 -10,439
45,660   65,293 -19,633
18,624   10,968 7,656
6,140   5,535 605
25   20 5
30,229   32,685 -2,456
27   21 6
660     660
26,423   14,015 12,408
29,670   22,827 6,843
108,759   109,620 -861
26   19 7
29   20 9
26,145   31,142 -4,997
4,188   4,149 39
20,940   24,260 -3,320
32,475   23,409 9,066
273,283   274,353 -1,070
69,986   33,724 36,262
10,422   4,677 5,745
8,676   8,625 51
19,570   18,202 1,368
6,946   4,761 2,185
9,996   8,953 1,043
5,322   4,297 1,025
32   22 10
100,000   100,000  
30   21 9
79,325   80,044 -719
33,680   25,936 7,744
8,899   8,625 274
20,592   11,094 9,498
17,838   12,799 5,039
5,426   2,339 3,087
12,880   5,659 7,221
8,993   6,446 2,547
24,093   8,558 15,535
6,367   2,830 3,537
18,289   11,070 7,219
6,426   4,297 2,129
7,898   2,853 5,045
31,524   25,725 5,799
32   23 9
28,109   19,910 8,199
31   22 9
46,466   35,603 10,863
21,540   14,768 6,772
211,714   137,084 74,630
56,828   57,054 -226
13,086   10,288 2,798
16,513   1,124 15,389
12,891   4,279 8,612
7,011   4,141 2,870
13,496   9,922 3,574
25,532   4,681 20,851
18,882   9,010 9,872
6,548   4,977 1,571
45,535   45,927 -392
2,112   2,039 73
20,764   8,321 12,443
13,919   5,659 8,260
12,347   8,681 3,666
11,910   8,119 3,791
97,046   65,711 31,335
31,641   24,519 7,122
12,156   6,915 5,241
9,622   2,814 6,808
8,179   8,742 -563
5,327   2,339 2,988
18,142   10,288 7,854
19,833   12,885 6,948
10,258   5,241 5,017
75,050   56,194 18,856
14,501   5,535 8,966
32,959   25,238 7,721
100,000   100,000  
127,228   97,899 29,329
24,518   4,681 19,837
135,694   132,947 2,747
6,484   5,969 515
67,898   64,893 3,005
8,879   562 8,317
6,862   2,830 4,032
9,111   6,446 2,665
4,532   2,761 1,771
9,339   9,206 133
6,698   3,656 3,042
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
      7,319
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       4,809
b       3,580
c       -5,234
d       -1,200
e       -3,187
      -8,066
      10,355
      -49,865
      -13,773
      8,352
      5
      1,924
      -10,439
      -19,633
      7,656
      605
      5
      -2,456
      6
      660
      12,408
      6,843
      -861
      7
      9
      -4,997
      39
      -3,320
      9,066
      -1,070
      36,262
      5,745
      51
      1,368
      2,185
      1,043
      1,025
      10
       
      9
      -719
      7,744
      274
      9,498
      5,039
      3,087
      7,221
      2,547
      15,535
      3,537
      7,219
      2,129
      5,045
      5,799
      9
      8,199
      9
      10,863
      6,772
      74,630
      -226
      2,798
      15,389
      8,612
      2,870
      3,574
      20,851
      9,872
      1,571
      -392
      73
      12,443
      8,260
      3,666
      3,791
      31,335
      7,122
      5,241
      6,808
      -563
      2,988
      7,854
      6,948
      5,017
      18,856
      8,966
      7,721
       
      29,329
      19,837
      2,747
      515
      3,005
      8,317
      4,032
      2,665
      1,771
      133
      3,042
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 454,954
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,972
c All other domestic foundations enter 1.39% 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 6,972
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 6,972
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,572
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,572
8 Enter any penalty for underpayment of estimated tax. Check here 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 5,400
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 2021 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletJAMES F MCCABE VICE-PRESIDEN 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    DANIEL J CROWLEY PRESIDENT
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    JAMES F MCCABE VICE PRESIDENT/TREASURER
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    JENNIFER H ALLEN VICE PRESIDENT/SECRETARY
    25     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    SHEILA G SPAGNOLO VICE PRESIDENT
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    THOMAS A QUIGLEY VICE PRESIDENT
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    ADAM M COHN VICE PRESIDENT
    12     		0    
    899 CASSATT ROAD SUITE 210
    BERWYN,PA19312
    ZAKIYA B BARNETT Assistant 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    6,393,677
    b
    Average of monthly cash balances.......................
    1b
    151,888
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,545,565
    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
    6,545,565
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    98,183
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,447,382
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    322,369
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    322,369
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,972
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,972
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    315,397
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    315,397
    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
    315,397
    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
    306,119
    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
    306,119
    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
    306,119
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 315,397
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 298,019
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 306,119
    a Applied to 2019, but not more than line 2a 298,019
    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 2020 distributable amount..... 8,100
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		307,297
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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:
    JENNIFER H ALLEN
    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 (2020)
    Form 990-PF (2020)
    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
    AMERICAN RED CROSS
    PO BOX 97265
    WASHINGTON,DC200907265     		NONE PC GENERAL OPEARTING 26,500
    SEE IT THROUGH CHARITIES INC
    P O BOX 2457
    ARLINGTON,TX76004     		NONE PC GENERAL OPERATING 5,000
    UNITED WAY OF GREATER PHILADELPHIA
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 15,000
    OPERATION HOMEFRONT INC
    PO BOX 2102
    DOYLESTOWN,PA189010640     		NONE PC GENERAL OPERATING 20,000
    COOPER-ANTHONY MERCY CHILD ADVOCACY C
    216 MCAULEY CT
    Hot Springs,AR71913     		NONE PC GENERAL OPERATING 5,000
    MACON VOLUNTEER CLINIC INC
    376 ROGERS AVE
    Macon,GA31204     		NONE PC GENERAL OPERATING 2,500
    CUSTOM COLLABORATIVE INC
    91 CLAREMONT AVENUE
    New York,NY12345     		NONE PC GENERAL OPERATING 5,000
    CAFE CENTRAL INC
    155 EAST 52ND STREET
    New York,NY10022     		NONE PC GENERAL OPERATING 5,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 8TH STREET
    TROY,NY121803590     		NONE PC GENERAL OPERATING 25,000
    EMERGENCY SUPPORT SERVICE OF JOHNSON
    111 S CHERRY ST
    Olathe,KS66061     		NONE PC GENERAL OPERATING 2,500
    HOUSE OF HOPE
    248 ADELPHI ST
    Brooklyn,NY11205     		NONE PC GENERAL OPERATING 8,000
    22KILL DBA ONE TRIBE FOUNDATION
    13625 NEUTRON ROAD
    Dallas,TX75244     		NONE PC GENERAL OPERATING 2,500
    WORKSHOPS FOR WARRIORS
    2970 MAIN ST
    San Diego,CA92113     		NONE PC GENERAL OPERATING 8,000
    GOOD OLD DAYS CAR WASH
    1130 4TH ST
    Lewisport,KY42351     		NONE PC GENERAL OPERATING 5,000
    OCMULGEE COURT APPOINTED SPECIAL ADVOC
    321 SHORE RD 1
    Somers Point,NJ08244     		NONE PC GENERAL OPERATING 2,000
    CT CYCLING ADVANCEMENT PROGRAM
    353 MAIN ST
    Middletown,CT06457     		NONE PC GENERAL OPERATING 2,500
    MANCHESTER AREA CONFERENCES OF CHURCH
    466 MAIN ST
    Manchester,CT06040     		NONE PC GENERAL OPERATING 3,000
    OUACHITA CHILDREN'S CENTER INC
    339 CHARTEROAK ST
    Hot Springs,AR71901     		NONE PC GENERAL OPERATING 2,000
    CARING SOLUTIONS OF CENTRAL GEORGIA
    1044 WASHINGTON AVE 104
    Macon,GA31201     		NONE PC GENERAL OPERATING 5,000
    DEVEREUX ADVANCED BEHAVUIRAL HEALTH
    444 DEVEREUX DRIVE
    Villanova,PA19085     		NONE PC GENERAL OPERATING 5,500
    MALVERN FIRE COMPANY
    424 E KING ST
    Malvern,PA19355     		NONE PC GENERAL OPERATING 4,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    Philadelphia,PA19148     		NONE PC GENERAL OPERATING 10,000
    MEALS ON WHEELS OF CHESTER CTY
    404 WILLOWBROOK LN
    West Chester,PA19382     		NONE PC GENERAL OPERATING 10,000
    MONTCO SAAC
    536 GEORGE ST
    Norristown,PA19401     		NONE PC GENERAL OPERATING 4,000
    PETER'S PLACE
    336 KING OF PRUSSIA RD
    Wayne,PA19087     		NONE PC GENERAL OPERATING 5,000
    WINDSOR INDEPENDENT LIVING ASSOCIATIO
    45 MAPLE AVE
    Windsor,CT06095     		NONE PC GENERAL OPERATING 2,500
    817 SPORTS LLC
    1607 MALLARD CIR
    Mansfield,TX76063     		NONE PC GENERAL OPERATING 2,500
    MITZVAH CIRCLE FOUNDATION
    2562 BOULEVARD OF THE GENERALS 100
    Norristown,PA19403     		NONE PC GENERAL OPERATING 4,000
    AMERICAN HELICOPTER MUSEUM AND EDUCATION
    1220 AMERICAN BLVD
    West Chester,PA19380     		NONE PC GENERAL OPERATING 5,000
    BRISTOL ADULT RESOURCE CENTER
    195 MALTBY ST
    Bristol,CT06010     		NONE PC GENERAL OPERATING 5,000
    YELLOW RIBBON FUND
    7101 WISCONSIN AVE SUITE 800
    Bethesda,MD20814     		NONE PC GENERAL OPERATING 10,000
    LEADERSHIP SPOKANE
    801 W RIVERSIDE AVE STE 220
    Spokane,WA99201     		NONE PC GENERAL OPERATING 6,000
    AMITY TEEN CENTER DBA 10SELDEN
    10 SELDEN ST
    Woodbridge,CT06525     		NONE PC GENERAL OPERATING 2,500
    TAKE A VET FISHING
    PO BOX 8519
    Bartlett,IL60103     		NONE PC GENERAL OPERATING 3,019
    AIR FORCE ACADEMY FOUNDATION
    3116 ACADEMY DRIVE
    USAF Academy,CO80840     		NONE PC GENERAL OPERATING 2,500
    GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS
    4901 BRIARHAVEN RD
    Fort Worth,TX76109     		NONE PC GENERAL OPERATING 2,500
    INLAND NORTHWEST HONOR FLIGHT
    608 W 2ND AVE
    Spokane,WA99201     		NONE PC GENERAL OPERATING 5,000
    SYRACUSE UNIVERISTY
    900 SOUTH CROUSE AVE
    Syracuse,NY13244     		NONE PC GENERAL OPERATING 5,000
    HOSPITAL HOSPITALITY HOUSE OF WINSTON
    1970 BALDWIN LN
    WinstonSalem,NC27103     		NONE PC GENERAL OPERATING 5,000
    ANGEL FLIGHT EAST
    1501 NARCISSA RD
    Blue Bell,PA19422     		NONE PC GENERAL OPERATING 5,000
    BOYS & GIRLS CLUB OF BALDWIN AND JONE
    1140 W CHARLTON ST
    Milledgeville,GA31061     		NONE PC GENERAL OPERATING 1,500
    EAA
    279 RIVER RD
    Arundel,ME04046     		NONE PC GENERAL OPERATING 5,000
    FOUNDATION FOR FREE ENTERPRISE EDUCAT
    61 PARAMUS RD
    Paramus,NJ07652     		NONE PC GENERAL OPERATING 5,000
    BLUE STAR FAMILIES
    PO BOX 230637
    Encinitas,CA92023     		NONE PC GENERAL OPERATING 2,000
    MI ESCUELITA PRESCHOOL
    100 1ST ST
    Perth Amboy,NJ08861     		NONE PC GENERAL OPERATING 2,500
    RAGE ROBOTICS
    342 HEMPSTEAD AVE
    West Hempstead,NY11552     		NONE PC GENERAL OPERATING 1,000
    WAPATO HIGH SCHOOL ROBOTICS AND ENGINEER
    1202 S CAMAS AVE
    Wapato,WA98951     		NONE PC GENERAL OPERATING 2,500
    THE SALVATION ARMY
    120 W 14TH ST
    New York,NY10011     		NONE PC GENERAL OPERATING 5,500
    22 UNTIL NONE
    18402 N 19TH AVE BOX 370
    Phoenix,AZ85023     		NONE PC GENERAL OPERATING 2,000
    SEGS4VETS
    500 FOX RIDGE RD
    Saint Louis,MO63131     		NONE PC GENERAL OPERATING 10,000
    SEMPER FI & AMERICA'S FUND
    715 BROADWAY ST
    Quantico,VA22134     		NONE PC GENERAL OPERATING 2,500
    SHRINERS HOSPITALS FOR CHILDREN
    2900 ROCKY POINT DRIVE
    Tampa,FL33607     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 298,019
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 108,153  
    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 ............     		    18 454,954  
    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)..   563,107  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    563,107
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Name of Bond End of Year Book Value End of Year Fair Market Value
    464288281 ISHARES JPMORGAN USD    
    594918BG8 MICROSOFT CORP    
    464288513 ISHARES IBOXX HIGH Y    
    17275RBD3 CISCO SYSTEMS INC    
    166764AT7 CHEVRON CORP 98,323 101,626

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Name of Stock End of Year Book Value End of Year Fair Market Value
    931142103 WAL MART STORES INC 25,592 47,541
    466313103 JABIL CIRCUIT INC    
    037833100 APPLE INC 28,083 146,580
    260003108 DOVER CORP 21,023 47,996
    191216100 COCA COLA COMPANY    
    46625H100 J P MORGAN CHASE CO 41,603 114,173
    020002101 ALLSTATE CORP    
    464287234 ISHARES MSCI EMERGIN 312,800 445,069
    842587107 SOUTHERN CO 15,041 21,756
    580135101 MCDONALDS CORP 18,710 44,828
    654106103 NIKE INC 28,295 66,445
    375558103 GILEAD SCIENCES INC 20,993 22,621
    594918104 MICROSOFT CORP 32,287 206,299
    57636Q104 MASTERCARD INC 5,057 80,111
    253868103 DIGITAL REALTY TRUST 36,854 57,604
    87612E106 TARGET CORP 20,808 74,276
    464287739 ISHARES DOW JONES US    
    464287465 ISHARES MSCI EAFE ET 380,135 442,322
    78463V107 SPDR GOLD TRUST 39,293 51,027
    316773100 FIFTH THIRD BANCORP 20,624 44,940
    110122108 BRISTOL MYERS SQUIBB    
    922908686 VANGUARD SMALL CAP I 195,222 257,794
    06051GFF1 BANK OF AMERICA MTN 104,295 109,274
    883556102 THERMO FISHER SCIENT 20,705 34,229
    524686524 CLEARBRIDGE INTERNAT 191,200 249,113
    464287432 ISHARES 20 YEAR TREA    
    464287226 ISHARES CORE TOTAL U 538,441 540,123
    17275R102 CISCO SYSTEMS INC    
    023135106 AMAZON.COM INC 81,538 139,234
    848637104 SPLUNK INC    
    30303M102 FACEBOOK INC A 33,895 51,543
    G5960L103 MEDTRONIC PLC 21,234 26,579
    024524217 AMERICAN BEACON STEP 195,915 277,610
    91324P102 UNITED HEALTH GROUP 31,005 46,509
    670700400 NUVEEN PREFERRED SEC 119,645 123,936
    12572Q105 CME GROUP INC    
    882508104 TEXAS INSTRUMENTS IN 21,959 37,798
    595112103 MICRON TECHNOLOGY IN 33,288 52,926
    060505104 BANK OF AMERICA CORP 71,453 96,725
    92343V104 VERIZON COMMUNICATIO 11,721 11,630
    70450Y103 PAYPAL HOLDINGS INC 32,019 72,852
    20030N101 COMCAST CORP CL A 34,498 43,288
    02079K305 ALPHABET INC CL A 29,170 53,626
    459200JC6 IBM CORP 100,924 104,195
    57772K101 MAXIM INTEGRATED PRO    
    921937819 VANGUARD INTERMEDIAT 117,976 121,649
    464287804 I SHARES S P SMALLC    
    922908652 VANGUARD EXTENDED MA 356,382 487,033
    461202103 INTUIT INC 23,990 34,475
    57667L107 MATCH GROUP INC NEW 14,434 30,224
    437076102 HOME DEPOT INC 42,278 45,788
    09247X101 BLACKROCK INC 32,116 33,928
    79466L302 SALESFORCE COM INC 24,093 31,781
    89400J107 TRANSUNION 17,912 18,000
    28176E108 EDWARDS LIFESCIENCES 25,894 31,365
    031162100 AMGEN INC 18,734 18,661
    87918A105 TELADOC INC 19,044 18,175
    149123101 CATERPILLAR INC 17,286 23,187
    03027X100 AMERICAN TOWER CORP 23,550 23,906
    00287Y109 ABBVIE INC 17,279 18,939
    760759100 REPUBLIC SVCS INC 19,148 19,870
    217204106 COPART INC COM 18,362 18,464
    92556V106 VIATRIS INC 15,996 12,573
    94974BGP9 WELLS FARGO CO MTN 3 102,521 108,956

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464288877 ISHARES MSCI EAFE VA AT COST 138,036 145,366
    808524847 SCHWAB US REIT ETF AT COST 53,475 55,389
    808524870 SCHWAB U.S. TIPS ETF AT COST 189,654 195,773
    74440B884 PGIM TOTAL RETURN BO AT COST 473,652 456,213
    464287473 ISHARES RUSSELL MIDC AT COST 249,358 282,431
    024932154 AMERICAN CENTURY HIG AT COST 244,081 245,092

    TY 2020 OtherExpensesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 258 258   0


    TY 2020 OtherIncreasesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Description Amount
    COST BASIS ADJUSTMENT 195


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 65,997 59,397   6,600


    TY 2020 TaxesSchedule
    Name:
    TRIUMPH GROUP CHARITABLE FDN AGY UMA
    EIN:
    26-3937598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,568 1,568   0
    FEDERAL ESTIMATES - PRINCIPAL 146 0   0
    FOREIGN TAXES ON NONQUALIFIED 297 297   0