Form990-PF
Click to see attachment

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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE JOHN G MARTIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)433 SOUTH MAIN STREET SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HARTFORD, CT06110
A Employer identification number

06-6042495
B Telephone number (see instructions)

(860) 561-1245
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$8,722,772J 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... 303,495 303,495  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 624,295
b Gross sales price for all assets on line 6a 1,141,887
7 Capital gain net income (from Part IV, line 2)... 624,295
8 Net short-term capital gain.........  
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........ 927,790 927,790 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 0 0 12,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 892 0 0 892
b Accounting fees (attach schedule)....... Click to see attachment 3,900 0 0 3,900
c Other professional fees (attach schedule).... Click to see attachment 79,880 39,880 0 40,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,906 4,573 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,172 9,172 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 119,750 53,625 0 56,792
25 Contributions, gifts, grants paid....... 405,801 405,801
26 Total expenses and disbursements. Add lines 24 and 25 525,551 53,625 0 462,593
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 402,239
b Net investment income (if negative, enter -0-) 874,165
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 14,834 46,249 46,249
2 Savings and temporary cash investments......... 154,089 155,098 155,098
3 Accounts receivable bullet4,441
Less: allowance for doubtful accounts bullet     4,441 4,441
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,590,786 Click to see attachment2,475,009 4,249,018
c Investments—corporate bonds (attach schedule)....... 797,342 Click to see attachment931,800 924,787
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,116,445 Click to see attachment3,489,638 3,342,824
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment355 Click to see attachment355
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,673,496 7,102,590 8,722,772
Liabilities 17 Accounts payable and accrued expenses.......... 9,721 36,576
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)......... 9,721 36,576
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,066,045 2,066,045
28 Paid-in or capital surplus, or land, bldg., and equipment fund 333,206 333,206
29 Retained earnings, accumulated income, endowment, or other funds 4,264,524 4,666,763
30 Total net assets or fund balances (see instructions)..... 6,663,775 7,066,014
31 Total liabilities and net assets/fund balances (see instructions). 6,673,496 7,102,590
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,663,775
2
Enter amount from Part I, line 27a .....................
2
402,239
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,066,014
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 30 .
6
7,066,014
Form 990-PF (2018)
Form 990-PF (2018)
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 800 SH ABBVIE P 2011-09-22 2018-09-19
b 367 SH BRITISH AMERICAN TOBACCO P 2017-07-25 2018-09-19
c 600 SH CRACKER BARREL P 2013-08-19 2018-09-19
d 200 SH JP MORGAN CHASE P 2008-05-06 2018-09-19
e 150000 GENL ELECTRIC 1.625% 04-02-18 P 2013-04-29 2018-04-02
250000 JP MORGAN CHASE 1.625% 05-15-18 P 2015-11-12 2018-05-15
GAIN ON TRANSFER OF MILL CREEK CORP ASSETS P   2018-12-31
CAPITAL GAINS 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 72,607   20,918 51,689
b 17,211   25,415 -8,204
c 86,749   59,788 26,961
d 23,377   9,656 13,721
e 150,000   152,838 -2,838
250,000   248,977 1,023
541,641     541,641
302     302
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       51,689
b       -8,204
c       26,961
d       13,721
e       -2,838
      1,023
      541,641
      302
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 2 624,295
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 407,134 9,208,564 0.044213
2016 452,247 8,645,378 0.052311
2015 419,041 8,750,972 0.047885
2014 428,504 8,774,376 0.048836
2013 367,326 8,654,300 0.042444
2
Total of line 1, column (d) .....................
2
0.235689
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047138
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,561,933
5
Multiply line 4 by line 3......................
5
403,592
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,742
7
Add lines 5 and 6........................
7
412,334
8
Enter qualifying distributions from Part XII, line 4,.............
8
462,593
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,742
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,742
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 8,742
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,068
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,068
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 124
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,798
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 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCT, DE
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 Click to see attachment.............
    11
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletFRANK M LOEHMANN JR Telephone no.bullet (860) 561-1245

    Located atbullet433 SOUTH MAIN ST SUITE 200WEST HARTFORDCT ZIP+4bullet06110
    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 2018, 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
     
    No
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    FRANK M LOEHMANN JR PRES. / TREASURER / DIRECTOR / TRUSTEE
    2.00     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    BARBARA L FLYNN V.P. / DIRECTOR / TRUSTEE
    0.25     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    DONNA B FLAMIO V.P. / DIRECTOR
    2.00     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    LINDA R OWSIANIK DIRECTOR
    0.25     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    GARRETT S FLYNN DIRECTOR / TRUSTEE
    0.25     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    MARY C HENZY SECRETARY
    2.00     		0 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    LAURA F BALDINI DIRECTOR / TRUSTEE
    0.25     		2,000 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    GREGORY M LOEHMANN TRUSTEE
    0.00     		0 0 0
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    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 (2018)
    Form 990-PF (2018)
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    5,613,274
    b
    Average of monthly cash balances.......................
    1b
    158,542
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,920,502
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,692,318
    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
    8,692,318
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,385
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,561,933
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    428,097
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    428,097
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,742
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,742
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    419,355
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    419,355
    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
    419,355
    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
    462,593
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    462,593
    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
    8,742
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    453,851
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 419,355
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 391,517
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 462,593
    a Applied to 2017, but not more than line 2a 391,517
    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 2018 distributable amount..... 71,076
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		348,279
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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).)
    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.
    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:
    FRANK M LOEHMANN JR THE JOHN G MART
    CORPORATE CENTER WEST 433 SOUTH
    MAIN ST SUITE 200
    WEST HARTFORD,CT06110
    (860) 561-1245
    bThe form in which applications should be submitted and information and materials they should include:
    THE JOHN. G. MARTIN FOUNDATION AWARDS GRANTS TO QUALIFIED NON PROFIT CHARITABLE ORGANIZATIONS AFTER THEY SUBMIT A LETTER REQUESTING A CONTRIBUTION ALONG WITH A COPY OF THEIR FEDERAL DETERMINATION LETTER. THESE GRANTS ARE CONSIDERED AND VOTED UPON AT THE QUARTERLY MEETINGS OF THE JOHN G. MARTIN FOUNDATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE PART XV, QUESTION 2A
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 SCHOOL FOR THE DEAF
    139 NORTH MAIN STREET
    WEST HARTFORD,CT06107     		  PC EDUCATION 200
    BEAT THE STREET COMMUNITY CENTER INC
    121 SOUTH COLONY STREET
    MERIDEN,CT06450     		  PC PUBLIC SERVICE 2,500
    BRIGHT SPOT THERAPY DOGS INC
    PO BOX 132
    LEEDS,MA01053     		  PC PUBLIC SERVICE 100
    BUSHNELL CENTER FOR PERFORMING ARTS
    166 CAPITOL AVENUE
    HARTFORD,CT06106     		  PC ARTS 2,000
    CAPITAL SQUASH
    PO BOX 702611
    HARTFORD,CT06106     		  PC RECREATION 2,000
    CHURCH OF ST PETER CLAVER
    47 PLEASANT STREET
    WEST HARTFORD,CT06107     		  PC RELIGIOUS 3,000
    CIVICS FIRST
    51 NORTH MAIN ST SUITE 2BB
    SOUTHINGTON,CT06489     		  PC PUBLIC SERVICE 1,000
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		  PC EDUCATION 10,000
    COLLEGE OF THE HOLY CROSS
    1 COLLEGE STREET
    WORCESTER,MA01610     		  PC EDUCATION 8,836
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE BECKER HOUSE
    NEW LONDON,CT06320     		  PC EDUCATION 1,000
    CONNECTICUT PUBLIC BROADCASTING
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		  PC PUBLIC SERVICE 14,000
    CONNECTICUT SCIENCE CENTER
    50 COLUMBUS BLVD
    HARTFORD,CT06106     		  PC EDUCATION 21,500
    CT BAR FOUNDATION
    31 PRATT STREET STE 420
    HARTFORD,CT06103     		  PC EDUCATION 250
    CT HISTORICAL SOCIETY MUSEUM & LIBRARY
    ONE ELIZABETH STREET
    HARTFORD,CT06105     		  PC EDUCATION 35,000
    CT RADIO INFORMATION SYSTEM
    315 WINDSOR AVENUE
    WINDSOR,CT06095     		  PC PUBLIC SERVICE 2,000
    DON BOSCO PREP SCHOOL
    492 N FRANKLIN TURNPIKE
    RAMSEY,NJ07446     		  PC EDUCATION 500
    EAST FARMINGTON VOLUNTEER FIRE DEPARTMENT
    94 SOUTH ROAD
    FARMINGTON,CT06032     		  PC PUBLIC SERVICE 5,000
    ELIZABETH PARK CONSERVANCY
    1555 ASYLUM AVENUE
    WEST HARTFORD,CT06107     		  PC PUBLIC SERVICE 75,000
    FARMINGTON COMMUNITY CHEST
    PO BOX 60
    FARMINGTON,CT06034     		  PC PUBLIC SERVICE 5,000
    FARMINGTON VALLEY VNA INC
    8 OLD MILL LANE
    SIMSBURY,CT06070     		  PC PUBLIC SERVICE 200
    FARMINGTON VOLUNTEER FIRE DEPARTMENT
    1 MONTEITH DRIVE
    FARMINGTON,CT06032     		  PC PUBLIC SERVICE 5,000
    FELLOWSHIP CHURCH
    1002 SAYBROOK ROAD
    MIDDLETOWN,CT06457     		  PC RELIGIOUS 1,000
    FIRST CONGREGATIONAL CHURCH OF GRANBY
    219 NORTH GRANBY ROAD
    GRANBY,CT06035     		  PC RELIGIOUS 1,046
    FIRST TEE OF CONNECTICUT
    55 GOLF CLUB ROAD
    CROMWELL,CT06416     		  PC YOUTH/RECREATION 250
    FOODSHARE INC
    450 WOODLAND AVENUE
    BLOOMFIELD,CT06002     		  PC PUBLIC SERVICE 15,000
    FOUNDATION FOR THE ADV OF CATHOLIC SCHOOLS
    467 BLOOMFIELD AVE
    BLOOMFIELD,CT06002     		  PC EDUCATION 500
    GRACE ACADEMY
    277 MAIN STREET
    HARTFORD,CT06106     		  PC EDUCATION 1,000
    GRANBY COMMUNITY FUND
    PO BOX 94
    GRANBY,CT06035     		  PC PUBLIC SERVICE 100
    GRANBY LAND TRUST
    PO BOX 94
    GRANBY,CT06035     		  PC PUBLIC SERVICE 100
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		  PC EDUCATION 1,334
    HARTFORD BISHOP'S FOUNDATION INC
    134 FARMINGTON AVENUE
    HARTFORD,CT06105     		  PC RELIGIOUS 2,000
    HARTFORD COUNTY BAR FOUNDATION
    100 PEARL STREET
    HARTFORD,CT06103     		  PC EDUCATION 2,500
    HOBART & WILLIAM SMITH COLLEGES
    614 SOUTH MAIN STREET
    GENEVA,NY14456     		  PC EDUCATION 100
    HOPKINS SCHOOL
    986 FOREST ROAD
    NEW HAVEN,CT06515     		  PC EDUCATION 1,000
    KINGSWOOD OXFORD
    170 KINGSWOOD ROAD
    WEST HARTFORD,CT06119     		  PC EDUCATION 700
    LITERACY COUNCIL OF GREATER NEW HAVEN
    4 SCIENCE PARK
    NEW HAVEN,CT06511     		  PC EDUCATION 4,000
    LOOMIS CHAFFEE SCHOOL
    4 BATCHELDER ROAD
    WINDSOR,CT06095     		  PC EDUCATION 250
    MERIDEN FARMER'S MARKET
    200 RESEARCH PARKWAY
    MERIDEN,CT06451     		  PC PUBLIC SERVICE 5,000
    MERIDEN SOUP KITCHEN
    460 BROAD STREET
    MERIDEN,CT06450     		  PC PUBLIC SERVICE 2,500
    MY CITY KITCHEN
    PO BOX 176
    MERIDEN,CT06450     		  PC PUBLIC SERVICE 5,000
    NEW BRITAIN MUSEUM OF AMERICAN ART
    56 LEXINGTON STREET
    NEW BRITAIN,CT060521417     		  PC ARTS 21,000
    NEW ENGLAND AIR MUSEUM
    36 PERIMETER ROAD
    WINDSOR LOCKS,CT06096     		  PC ARTS 885
    NORTHWEST CATHOLIC HIGH SCHOOL
    29 WAMPANOAG DRIVE
    WEST HARTFORD,CT06117     		  PC EDUCATION 53,250
    OLD SAYBROOK HIGH SCHOOL
    1111 BOSTON POST ROAD
    OLD SAYBROOK,CT06475     		  PC EDUCATION 500
    OPEN HEARTH ASSOCIATION
    437 SHELDON STREET
    HARTFORD,CT06106     		  PC PUBLIC SERVICE 200
    PACE
    PO BOX 419268
    BOSTON,MA022419268     		  PC EDUCATION 1,000
    RIVERFRONT RECAPTURE
    50 COLUMBUS BLVD
    HARTFORD,CT06106     		  PC PUBLIC SERVICE 200
    SACRED HEART ACADEMY
    265 BENHAM STREET
    HAMDEN,CT06514     		  PC EDUCATION 25,000
    SENIORS JOB BANK
    50 SOUTH MAIN STREET STE 216
    WEST HARTFORD,CT06107     		  PC PUBLIC SERVICE 200
    SETON HALL LAW SCHOOL
    400 S ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		  PC EDUCATION 1,000
    SPIRIT OF GIVING
    450 WEST MAIN STREET
    MERIDEN,CT06451     		  PC PUBLIC SERVICE 5,000
    ST BRIDGET OF SWEDEN PARISH
    175 MAIN STREET
    CHESHIRE,CT06410     		  PC RELIGIOUS 6,000
    ST BRIDGET SCHOOL
    175 MAIN STREET
    CHESHIRE,CT06410     		  PC EDUCATION 17,000
    ST FRANCIS FOUNDATION
    75 WOODLAND STREET
    HARTFORD,CT06105     		  PC PUBLIC SERVICE 1,000
    ST IGNATIUS SCHOOL
    740 MATILDA STREET
    BRONX,NY10474     		  PC EDUCATION 100
    ST MARTIN DE PORRES ACADEMY
    208 COLUMBUS AVENUE
    NEW HAVEN,CT06519     		  PC EDUCATION 250
    ST TIMOTHY CHURCH
    225 KING PHILIP DRIVE
    WEST HARTFORD,CT06117     		  PC RELIGIOUS 500
    ST TIMOTHY MIDDLE SCHOOL
    225 KING PHILLIP DRIVE
    WEST HARTFORD,CT06117     		  PC EDUCATION 3,000
    STONEHILL COLLEGE
    320 WASHINGTON STREET
    NO EASTON,MA02357     		  PC EDUCATION 10,000
    SUFFIELD ACADEMY
    185 NORTH MAIN STREET
    SUFFIELD,CT06078     		  PC EDUCATION 100
    THE BE THOUGHTFUL MOVEMENT
    117 WOOD POND ROAD
    WEST HARTFORD,CT06107     		  PC PUBLIC SERVICE 200
    THE CONNECTICUT FORUM
    750 MAIN STREET
    HARTFORD,CT06103     		  PC ARTS 200
    TOWN THAT CARES CO TOWN OF WEST HARTFORD
    50 SOUTH MAIN STREET ROOM 306
    WEST HARTFORD,CT06107     		  PC PUBLIC SERVICE 2,250
    TRINITY WOMEN'S SQUASH
    TRINITY COLLEGE FERRIS ATHLETIC
    CENTER
    HARTFORD,CT06106     		  PC RECREATION 1,000
    TUNXIS HOSE FIRE DEPARTMENT
    11 SCHOOL STREET
    UNIONVILLE,CT06085     		  PC PUBLIC SERVICE 5,000
    UNITED WAY
    30 LAUREL STREET
    HARTFORD,CT06106     		  PC PUBLIC SERVICE 100
    VALLEY PRESCHOOL INC
    PO BOX 749
    GRANBY,CT06035     		  PC EDUCATION 50
    WADSWORTH ATHENEUM
    600 MAIN STREET
    HARTFORD,CT06103     		  PC ARTS 1,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT065212038     		  PC EDUCATION 10,100
    YALE ATHLETIC ASSOCIATION
    PO BOX 1844
    NEW HAVEN,CT065081844     		  PC RECREATION 250
    YANKEE INSTITUTE FOR PUBLIC POLICY
    216 MAIN STREET
    HARTFORD,CT06106     		  PC PUBLIC SERVICE 2,000
    Total .................................bullet 3a 405,801
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 303,495  
    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 ............     		    18 624,295  
    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).. 0 927,790 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    927,790
    (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 (2018)
    Form 990-PF (2018)
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,900 0 0 3,900

    TY 2018 GeneralExplanationAttachment
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990PF, PART VII-A, LINE 11 THE JOHN G. MARTIN FOUNDATION OWNS 100% OF THE FOLLOWING ENTITIES:JCI CORPORATION EIN 71-0409720MILL CREEK CORP. EIN 06-1171858BOTH ARE LOCATED AT:433 SOUTH MAIN STREET, SUITE 200WEST HARTFORD, CT 06110NEITHER ENTITY IS AN EXCESS BUSINESS HOLDING.$150,000 CASH DIVIDENDS WERE RECEIVED FROM JCI CORPORATION.NO CASH DIVIDENDS WERE RECEIVED FROM MILL CREEK CORP.INVESTMENTS VALUED AT $560,316 WERE RECEIVED FROM MILL CREEK CORP. UPON THE LIQUIDATION OF MILL CREEK CORP. AT 12/31/18.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T 2.3% 3/11/19 19,951 19,964
    BK OF AMERICA 2.65% 04/01/19 181,792 179,811
    CITIGROUP INC 2.65% 04/01/19 247,361 246,677
    GOLDMAN SACHS 2.625% 1/31/19 253,687 249,843
    MORGAN STANLEY NOTE 189,126 188,573
    TORONTO DOMINION BK 2.125% 7/2/19 19,908 19,925
    WELLS FARGO CO MTN 2.15% 1/15/19 19,975 19,994

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 19,290 57,864
    ACCENTURE PLC IRELAND 52,807 141,010
    APPLE INC 38,373 110,418
    AT&T INC 121,620 85,620
    AUTOMATIC DATA PROCESSING 68,480 104,896
    BANK OF MONTREAL QUEBEC 43,260 52,280
    BLACKROCK 74,495 117,846
    BRISTOL MEYERS SQUIBB 42,658 72,772
    CELGENE 51,890 44,863
    CHEVRON CORP 84,914 97,911
    DANAHER CORP 18,811 123,744
    DUKE ENERGY 93,384 138,080
    EXXON MOBIL CORP 44,125 68,190
    FORTIVE 5,851 40,596
    GENERAL ELECTRIC CO 76,438 26,495
    GILEAD SCIENCE 50,446 50,040
    HOME DEPOT INC 57,725 189,002
    INT'L BUSINESS MACHINES 49,261 45,468
    INTEL CORP 120,339 187,720
    JOHNSON & JOHNSON 80,930 180,670
    JP MORGAN CHASE 104,300 214,764
    KIMBERLY CLARK 132,691 136,728
    MCDONALDS CORP 107,782 248,598
    MICROSOFT CORP 71,030 203,140
    NEXTERA ENERGY INC 79,276 243,348
    ORACLE CORP 18,710 45,150
    PACKAGING CO 63,687 100,152
    PEPSICO INC 123,405 198,864
    PFIZER INC 93,772 196,425
    PHILLIPS 66 51,243 51,690
    PROCTER & GAMBLE COMPANY 57,060 82,728
    TORONTO DOMINION BK 85,349 119,328
    UNITED PARCEL SERVICE 79,437 97,530
    UNITED TECHNOLOGIES CORP 47,128 106,480
    VERIZON COMMUNICATIONS 60,064 89,952
    VF CORPORATION 47,361 114,144
    WELLS FARGO COMPANY 57,617 64,512

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOLDMAN SACHS 1.95% 10/19/20 AT COST 107,693 107,998
    INVESTMENT IN JCI CORPORATION AT COST 3,059,310 2,915,706
    ISHARES CORE S&P 500 ETF AT COST 180,610 164,805
    ISHARES TR SH TR ETF AT COST 7,737 7,746
    LIBERTY PROPERTY TRUST AT COST 38,460 54,444
    MORGAN STANLEY 2.3% 1/11/2021 AT COST 49,140 49,253
    SPDR S&P 500 ETF AT COST 27,373 24,992
    VANGUARD INT'L EQUITY AT COST 5,939 5,715
    VANGUARD FTSE DEV MKT ETF AT COST 5,976 5,565
    VANGUARD SMALL CAP ETF AT COST 7,400 6,600

    TY 2018 LegalFeesSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 892 0 0 892


    TY 2018 OtherAssetsSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 0 355 355


    TY 2018 OtherExpensesSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,383 2,383 0 0
    STELL LEASE 6,000 6,000 0 0
    MISCELLANEOUS EXPENSE 189 189 0 0
    REPAIRS & MAINTENANCE 600 600 0 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES 368 368 0 0
    ADMINISTRATIVE EXPENSES 40,000 0 0 40,000
    MANAGEMENT FEES 39,512 39,512 0 0


    TY 2018 TaxesSchedule
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 1,810 1,810 0 0
    EXCISE TAX 9,333 0 0 0
    REAL ESTATE 2,763 2,763 0 0


    TY 2018 TransfersFrmControlledEntities
    Name:
    THE JOHN G MARTIN FOUNDATION
    EIN:
    06-6042495
    Name US /
    Foreign Address    		 EIN Description Amount
    JCI CORPORATION 433 SOUTH MAIN STREET SUITE 200
    WEST HARTFORD,CT06110     		71-0409720 CASH DIVIDEND 0
    MILL CREEK CORP 433 SOUTH MAIN STREET SUITE 200
    WEST HARTFORD,CT06110     		06-1171858 FAIR MARKET VALUE OF ASSETS TRANSFERRED UPON LIQUIDATION OF MILL CREEK CORP. 0
    Total     710,316