Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 04 - 01 2025, and ending 03 - 31, 20 26
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) 3615 DELGANY STREET STE 1210
  Room/suite
City or town
DENVER
State or province
CO
Country  
ZIP or foreign postal code
80216
A Employer identification number

26-3937598
B Telephone number (see instructions)

6102511000
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,377,335J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 202,260 198,756  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 313,901
b Gross sales price for all assets on line 6a 1,440,804
7 Capital gain net income (from Part IV, line 2)... 313,901
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)....... Click to see attachment
List of Attached Documents:
// Content
133 133  
12 Total. Add lines 1 through 11........ 516,294 512,790  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,808 62,827   6,981
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,528 3,156   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,336 65,983 0 6,981
25 Contributions, gifts, grants paid....... 462,754 462,754
26 Total expenses and disbursements. Add lines 24 and 25 ................ 542,090 65,983 0 469,735
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,796
b Net investment income (if negative, enter -0-) 446,807
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 54,935 71,316 71,316
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 693,520 Click to see attachment
List of Attached Documents:
// Content
594,979 		1,605,990
c Investments—corporate bonds (attach schedule)....... 100,297    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,919,429 Click to see attachment
List of Attached Documents:
// Content
4,074,466 		4,700,029
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,768,181 4,740,761 6,377,335
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,768,181 4,740,761
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)..... 4,768,181 4,740,761
30 Total liabilities and net assets/fund balances (see instructions). 4,768,181 4,740,761
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
4,768,181
2
Enter amount from Part I, line 27a .....................
2
-25,796
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,742,385
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,624
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,740,761
Form 990-PF (2025)
Form 990-PF (2025)
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 107. ISHARES 20 YEAR TREASURY BOND ETF   2024-09-16 2025-04-11
b 200. BANK OF AMERICA CORP   2019-09-05 2025-05-15
c 50. DANAHER CORP   2024-06-07 2025-05-15
d 804. ISHARES MSCI EMERGING MARKETS ETF   2020-03-05 2025-05-15
e 226. ISHARES MSCI EAFE ETF   2023-02-03 2025-05-15
36306.549 WESTERN ASSET INCOME IS   2024-11-12 2025-05-15
100. ENERGY SELECT SECTOR SPDR FUND ETF   2021-10-12 2025-05-15
7444.614 AMERICAN BEACON STEPHENS MID CAP GR   2019-08-07 2025-06-04
50. APPLE COMPUTER INC   2016-01-28 2025-06-04
25. FISERV INC   2023-12-05 2025-06-04
250. COPART INC COM   2024-01-17 2025-07-11
25. FISERV INC   2023-12-05 2025-07-11
25. UNITEDHEALTH GROUP INC COM   2019-08-13 2025-07-11
25. CHUBB LIMITED COM   2022-05-06 2025-07-11
100. FISERV INC   2023-12-05 2025-07-28
50. TEXAS INSTRS INC COM   2020-03-10 2025-07-28
1060. VANGUARD INTERMEDIATE TERM BOND ETF   2024-09-16 2025-08-12
544. VANGUARD INTERMEDIATE TERM BOND ETF   2019-07-09 2025-08-12
100000. WELLS FARGO CO MTN 3.550% 9/29/25   2019-06-14 2025-09-29
200. COPART INC COM   2021-03-23 2025-10-22
50. MICRON TECHNOLOGY INC   2020-02-04 2025-10-22
194.00878 PGIM TOTAL RETURN BOND CL R6   2020-08-17 2025-10-22
2155.98222 PGIM TOTAL RETURN BOND CL R6   2020-08-17 2025-10-22
300. COPART INC COM   2021-03-23 2025-12-08
4289. SCHWAB U S TIPS ETF   2025-08-13 2025-12-08
20. EQUINIX INC   2024-08-21 2026-01-22
35. INTUIT COM   2020-03-10 2026-01-22
835. ISHARES MSCI EMERGING MARKETS ETF   2012-05-16 2026-01-22
168.4 CLEARBRIDGE INTERNATIONAL GROWTH   2019-08-19 2026-01-22
211. ISHARES MSCI EMERGING MARKETS ETF   2012-05-16 2026-01-26
137. ISHARES MSCI EAFE VALUE ETF   2021-10-12 2026-01-26
50. MICRON TECHNOLOGY INC   2020-02-04 2026-01-26
150. NETFLIX.COM INC COM   2025-10-03 2026-01-26
2386.763 PGIM TOTAL RETURN BOND CL R6   2020-08-17 2026-01-26
890. SCHWAB US REIT ETF   2021-04-20 2026-01-26
116.297 VANGUARD SMALL CAP INDEX FUND   2020-11-06 2026-01-26
3.577 VANGUARD SMALL CAP INDEX FUND   2023-06-29 2026-01-26
20. CHUBB LIMITED COM   2022-05-06 2026-01-26
327. ISHARES MSCI EAFE ETF   2023-02-03 2026-02-02
50. MICRON TECHNOLOGY INC   2020-02-04 2026-02-02
50. SALESFORCE INC   2020-05-04 2026-02-02
63. VANGUARD EXTENDED MARKET INDEX ETF   2024-06-06 2026-02-02
75. APPLE COMPUTER INC   2016-01-28 2026-02-04
175. UBER TECHNOLOGIES INC   2025-05-15 2026-02-04
20. MASTERCARD INC   2010-02-17 2026-02-05
25. MICROSOFT CORP   2013-02-22 2026-02-05
50. MICRON TECHNOLOGY INC   2020-02-04 2026-02-05
15. META PLATFORMS INC   2024-02-23 2026-03-19
40. J P MORGAN CHASE & CO   2014-04-11 2026-03-19
25. MICROSOFT CORP   2013-02-22 2026-03-19
20. MICRON TECHNOLOGY INC   2020-02-04 2026-03-19
25. WAL MART STORES INC   2013-10-09 2026-03-19
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 9,273   10,814 -1,541
b 8,809   5,632 3,177
c 9,445   13,289 -3,844
d 37,125   33,346 3,779
e 19,620   16,148 3,472
181,170   182,565 -1,395
8,476   5,665 2,811
298,827   195,915 102,912
10,161   1,170 8,991
4,107   3,258 849
11,872   12,104 -232
4,169   3,258 911
7,545   6,201 1,344
6,953   5,196 1,757
14,306   13,032 1,274
9,514   5,490 4,024
81,827   83,576 -1,749
41,994   46,838 -4,844
100,000   100,000  
8,980   5,401 3,579
9,824   2,774 7,050
2,388   2,881 -493
26,540   32,021 -5,481
11,507   8,101 3,406
114,115   115,156 -1,041
15,931   16,401 -470
18,954   9,329 9,625
49,130   32,381 16,749
12,906   8,542 4,364
12,516   8,036 4,480
10,195   7,033 3,162
19,555   2,774 16,781
12,879   17,371 -4,492
29,095   35,592 -6,497
18,919   19,384 -465
15,265   9,337 5,928
470   339 131
6,050   4,157 1,893
33,085   23,365 9,720
21,783   2,774 19,009
10,570   8,031 2,539
13,610   10,640 2,970
20,649   1,755 18,894
12,957   15,917 -2,960
11,085   450 10,635
9,991   693 9,298
18,762   2,774 15,988
9,141   7,387 1,754
11,496   2,219 9,277
9,770   693 9,077
8,692   1,110 7,582
3,019   609 2,410
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
      12,322
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       -1,541
b       3,177
c       -3,844
d       3,779
e       3,472
      -1,395
      2,811
      102,912
      8,991
      849
      -232
      911
      1,344
      1,757
      1,274
      4,024
      -1,749
      -4,844
       
      3,579
      7,050
      -493
      -5,481
      3,406
      -1,041
      -470
      9,625
      16,749
      4,364
      4,480
      3,162
      16,781
      -4,492
      -6,497
      -465
      5,928
      131
      1,893
      9,720
      19,009
      2,539
      2,970
      18,894
      -2,960
      10,635
      9,298
      15,988
      1,754
      9,277
      9,077
      7,582
      2,410
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 313,901
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
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 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) 1 6,211
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,211
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 6,211
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,092
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 4,092
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....... 9 2,119
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 address  
14
The books are in care ofJOSEPH J LUCAS CFO Telephone no. (888) 265-7962

Located at3615 DELGANY STREET STE 1210DENVERCO ZIP+480216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
THOMAS A QUIGLEY VP & TREASURER
2 		0    
3615 DELGANY STREET STE 1210
DENVER,CO80216
JORGE L VALLADORES III CEO & DIRECTOR
2 		0    
3615 DELGANY STREET STE 1210
DENVER,CO80216
RYAN T COSGROVE GENERAL COUNSEL / SECRETARY
2 		0    
3615 DELGANY STREET STE 1210
DENVER,CO80216
JOSEPH J LUCAS CFO
2 		0    
3615 DELGANY STREET STE 1210
DENVER,CO80216
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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
US BANK N A FEES AS AGENT 69,808
PO BOX 64193
EAGAN,MN55164
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
6,374,762
b
Average of monthly cash balances.......................
1b
109,550
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,484,312
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
6,484,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,265
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,387,047
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
319,352
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
319,352
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,211
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
313,141
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
313,141
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 XII, line 1 ...
7
313,141
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
469,735
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
469,735
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 313,141
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 102,175
f Total of lines 3a through e ........ 102,175
4Qualifying distributions for 2025 from Part
XI, line 4: $ 469,735
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 313,141
e Remaining amount distributed out of corpus 156,594
5 Excess distributions carryover applied to 2025. 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 5 258,769
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		258,769
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 102,175
e Excess from 2025 .... 156,594
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RYAN T COSGROVE
3615 DELGANY STREET STE 1210
DENVER,CO80216
(888) 265-7962
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

SEE ATTACHED
C/O US BANK NA
PO BOX 64193
EAGAN,MN55164 		NONE   GENERAL OPERATING 462,754
Total ................................. 3a 462,754
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ....     14 202,260  
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 ............ 		    18 313,901  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 133  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   516,294  
13Total. Add line 12, columns (b), (d), and (e)..................
13
516,294
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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
94974BGP9 WELLS FARGO CO MTN    

TY 2025 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 WALMART INC COM 17,671 90,103
037833100 APPLE INC COM 9,946 107,861
46625H100 JPMORGAN CHASE CO 22,743 120,606
842587107 SOUTHERN CO THE 6,446 14,478
580135101 MCDONALDS CORP COM 4,677 15,540
594918104 MICROSOFT CORP COM 8,313 111,051
57636Q104 MASTERCARD INC 2,248 49,966
253868103 DIGITAL REALTY TRUST 22,249 45,053
87612E106 TARGET CORP 7,740 14,544
316773100 FIFTH THIRD BANCORP 7,709 20,907
883556102 THERMO FISHER SCIENT 15,893 24,577
023135106 AMAZON.COM INC 31,377 72,895
30303M102 META PLATFORMS INC 26,284 65,795
91324P102 UNITEDHEALTH GROUP I 12,402 13,530
882508104 TEXAS INSTRS INC COM 5,490 9,707
595112103 MICRON TECHNOLOGY IN 15,534 94,595
060505104 BANK OF AMERICA CORP 40,314 73,125
02079K305 ALPHABET INC CL A 19,634 100,646
461202103 INTUIT INC    
437076102 HOME DEPOT INC 36,608 42,756
79466L302 SALESFORCE COM INC    
031162100 AMGEN INC 27,475 35,185
149123101 CATERPILLAR INC 23,282 85,015
00287Y109 ABBVIE INC 17,279 38,061
760759100 REPUBLIC SVCS INC 9,574 21,902
217204106 COPART INC COM    
22160K105 COSTCO WHSL CORP 15,769 34,875
H1467J104 CHUBB LIMITED COM 6,235 9,778
11135F101 BROADCOM INC 37,610 92,853
337738108 FISERV INC    
235851102 DANAHER CORP    
29444U700 EQUINIX INC    
532457108 ELI LILLY CO 21,315 22,994
67066G104 NVIDIA CORP COM 53,671 74,120
92537N108 VERTIV HOLDINGS CO 15,477 50,116
G29183103 EATON CORP PLC SHS 22,280 26,468
911312106 UNITED PARCEL SERVIC 17,389 14,757
G5960L103 MEDTRONIC PLC SHS 14,345 12,131

TY 2025 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 154,976 236,582
808524847 SCHWAB US REIT ETF AT COST 101,390 105,645
74440B884 PGIM TOTAL RETURN BO AT COST 563,332 510,540
464287473 ISHARES RUSSELL MIDC AT COST 205,327 316,110
921937819 VANGUARD INTERMEDIAT AT COST 71,138 63,828
464287234 ISHARES MSCI EMERGIN AT COST 253,070 390,261
04314H568 ARTISAN HIGH INCOME AT COST 275,809 243,669
922908686 VANGUARD SMALL CAP I AT COST 164,384 265,692
861728400 STONE RIDGE HY REINS AT COST 282,981 276,721
464287226 ISHARES CORE U.S. AG AT COST 551,375 515,509
81369Y506 ENERGY SELECT SECTOR AT COST 28,323 61,260
464287465 ISHARES MSCI EAFE ET AT COST 263,647 402,507
922908652 VANGUARD EXTENDED MA AT COST 137,916 234,406
024524217 AMERICAN BEACON STEP      
03463K406 ANGEL OAK MULTI STRA AT COST 202,350 208,011
464287432 ISHARES 20 YEAR TREA AT COST 66,587 56,782
52470V822 WESTERN ASSET INCOME      
52471E258 CLEARBRIDGE INTERNAT AT COST 136,297 194,619
922042742 VANGUARD TOTAL WORLD AT COST 87,427 95,302
56064L298 NYLI CBRE GLOBAL INF AT COST 136,208 148,990
72201F490 PIMCO INCOME FUND IN AT COST 115,203 113,414
922908538 VANGUARD MID CAP GRO AT COST 276,726 260,181

TY 2025 OtherDecreasesSchedule
Name:
TRIUMPH GROUP CHARITABLE FDN AGY UMA
EIN:
26-3937598
Description Amount
ROC ON CY SALES 1,287
TAX LOT BASIS ADJUSTMENT 37
COST BASIS ADJUSTMENT 300


TY 2025 OtherIncomeSchedule2
Name:
TRIUMPH GROUP CHARITABLE FDN AGY UMA
EIN:
26-3937598
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 133 133  


TY 2025 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 69,808 62,827   6,981


TY 2025 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 2,030 2,030   0
FEDERAL TAX PAYMENT - PRIOR YE 2,280 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,092 0   0
FOREIGN TAXES ON NONQUALIFIED 1,126 1,126   0