Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
GEORGIANA GODDARD EATON MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

04-6112820
B Telephone number (see instructions)

(617) 523-1635
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$12,979,328
J 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 55 55  
4 Dividends and interest from securities... 327,018 326,264  
5a Gross rents............ 129,996 129,996 0
b Net rental income or (loss) 129,996
6a Net gain or (loss) from sale of assets not on line 10 75,504
b Gross sales price for all assets on line 6a 914,649
7 Capital gain net income (from Part IV, line 2)... 75,504
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)....... 1,379    
12 Total. Add lines 1 through 11........ 533,952 531,819 0
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)....... 2,695 2,695 0 0
c Other professional fees (attach schedule).... 62,801 62,801   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,803 1,023   0
19 Depreciation (attach schedule) and depletion... 73,873 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 125 125    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,297 66,644 0 0
25 Contributions, gifts, grants paid....... 495,307 495,307
26 Total expenses and disbursements. Add lines 24 and 25 637,604 66,644 0 495,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,652
b Net investment income (if negative, enter -0-) 465,175
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.............      
2 Savings and temporary cash investments......... 253,045 294,619 294,619
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,900,779 Click to see attachment4,528,166 9,955,658
c Investments—corporate bonds (attach schedule)....... 91,550 Click to see attachment389,964 408,315
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 567,642 Click to see attachment573,109 547,935
14 Land, buildings, and equipment: basis bullet3,534,677
Less: accumulated depreciation (attach schedule) bullet1,761,876 1,846,674 Click to see attachment1,772,801 1,772,801
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,659,690 7,558,659 12,979,328
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow 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........ 7,659,690 7,558,659
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 7,659,690 7,558,659
31 Total liabilities and net assets/fund balances (see instructions). 7,659,690 7,558,659
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
7,659,690
2
Enter amount from Part I, line 27a .....................
2
-103,652
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,621
4
Add lines 1, 2, and 3 ..........................
4
7,558,659
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
7,558,659
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 1000. ANHEUSER BUSCH INBEV NV SPN ADR   2016-11-21 2018-11-28
b 500. CELGENE CORP   2018-02-02 2019-04-03
c 4000. GENERAL ELEC CO   2014-11-17 2018-11-28
d 6000. GENERAL ELEC CO   2018-02-02 2018-11-28
e 2000. GILEAD SCIENCES INC   2017-06-19 2019-05-30
500. INTEL CORP   2010-02-03 2019-05-06
500. LILLY ELI & CO   2009-09-22 2018-11-28
300. LILLY ELI & CO   2009-09-22 2019-04-03
1000. MICROSOFT CORP   2002-11-11 2018-11-28
500. MICROSOFT CORP   2002-11-11 2019-05-30
500. PROCTER & GAMBLE CO   1970-01-01 2019-05-30
200. RAYTHEON INC (NEW) PFD   2010-08-12 2019-04-03
200. ALLERGAN PLC SHS   2016-04-27 2019-05-06
4178. JOHNSON CTLS INTL PLC SHS   2016-09-06 2018-08-03
300. ALCON INC ORD SHS   2016-11-21 2019-05-06
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 76,971   102,604 -25,633
b 46,824   50,190 -3,366
c 30,254   106,621 -76,367
d 45,380   94,139 -48,759
e 125,854   150,943 -25,089
25,399   9,870 15,529
57,739   16,407 41,332
38,529   9,844 28,685
110,639   27,190 83,449
62,494   13,595 48,899
52,418   853 51,565
36,584   8,947 27,637
29,137   43,662 -14,525
158,324   190,893 -32,569
17,814   13,387 4,427
      289
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       -25,633
b       -3,366
c       -76,367
d       -48,759
e       -25,089
      15,529
      41,332
      28,685
      83,449
      48,899
      51,565
      27,637
      -14,525
      -32,569
      4,427
       
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 75,504
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 514,359 10,537,340 0.048813
2016 353,850 9,689,312 0.03652
2015 336,391 8,940,463 0.037626
2014 365,509 9,153,543 0.039931
2013 367,449 8,717,783 0.042149
2
Total of line 1, column (d) .....................
2
0.205039
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
0.041008
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,726,062
5
Multiply line 4 by line 3......................
5
439,854
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,652
7
Add lines 5 and 6........................
7
444,506
8
Enter qualifying distributions from Part XII, line 4,.............
8
495,307
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 4,652
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 4,652
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 4,652
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,340
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 688
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet688 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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 .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELCH & FORBES LLC Telephone no.bullet (617) 523-1635

    Located atbullet45 SCHOOL ST 5TH FLOORBOSTONMA ZIP+4bullet02108
    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
     
     
    ........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
    OLIVER A SPALDING TRUSTEE
    1
    0    
    45 SCHOOL ST
    BOSTON,MA02108
    SETH G GELSTHROPE TRUSETT
    1
    0    
    45 SCHOOL ST
    BOSTON,MA02108
    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
    WELCH & FORBES LLC INVESTMENT ADVISOR 62,801
    45 SCHOOL STREET
    BOSTON,MA02108
    WELCH & FORBES LLC TAX PREPARATION 2,695
    45 SCHOOL STREET
    BOSTON,MA02108
    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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    10,889,403
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,889,403
    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
    10,889,403
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    163,341
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,726,062
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    536,303
    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
    536,303
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,652
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,652
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    531,651
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    531,651
    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
    531,651
    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
    495,307
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    495,307
    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
    4,652
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    490,655
    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 7 531,651
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 32,283
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 495,307
    a Applied to 2017, but not more than line 2a 32,283
    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..... 463,024
    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 ..........
    68,627
    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.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT ORG. MONTHLY OPERATING EXPENSE 276,000
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT ORG. MAINTENANCE EXPENSE 99,305
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT ORG. PENSION EXPENSES 24,090
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT ORG. GRANT WRITING SERVICES 42,975
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT ORG. AWARDS DINNER 20,000
    COMMUNITY WORK SERVICES INC
    174 PORTLAND STREET
    BOSTON,MA021147114
    NONE TAX EXEMPT INSURANCE EXPENSES 32,937
    Total .................................bullet 3a 495,307
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 55  
    4 Dividends and interest from securities....     14 327,018  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 129,996  
    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 75,504  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aIRS REFUND
        1 1,379  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   533,952  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    533,952
    (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:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAX RETURN PREP 2,695 2,695    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 174 PORTLAND 1982-04-01 288,750              
    BLDG 174 PORTLAND 1982-04-01 550,960 443,835 SL 45 12,244      
    IMPROV & ADDITIONS 1982-12-01 123,430 97,374 SL 45 2,743      
    IMPROV & ADDITIONS 1984-06-01 36,860 27,848 SL 45 819      
    IMPROV & ADDITIONS 1991-07-01 197,380 118,425 SL 45 4,386      
    IMPROV & ADDITIONS 1992-07-01 215,781 124,672 SL 45 4,795      
    IMPROV & ADDITIONS 1996-06-01 569,117 290,881 SL 45 12,647      
    IMPROV & ADDITIONS 1996-04-01 12,841 12,841 SL 5        
    IMPROV & ADDITIONS 1997-01-01 164,234 80,297 SL 45 3,650      
    IMPROV & ADDITIONS 1999-05-01 221,758 98,560 SL 45 4,928      
    IMPROV & ADDITIONS 2000-03-01 77,577 36,844 SL 40 1,939      
    IMPROV & ADDITIONS 2001-06-01 37,302 16,325 SL 40 933      
    IMPROV & ADDITIONS 2002-06-01 391,131 156,449 SL 40 9,778      
    IMPROV & ADDITIONS 2003-06-01 248,168 96,162 SL 40 6,204      
    IMPROV & ADDITIONS 2004-06-01 12,151 5,168 SL 40 304      
    IMPROV & ADDITIONS 2005-06-01 36,770 36,770 SL 5        
    IMPROV & ADDITIONS 2006-06-01 10,379 10,379 SL 5        
    IMPROV & ADDITIONS 2006-02-22 14,500 4,496 SL 40 363      
    IMPROV & ADDITIONS 2008-12-23 25,440 6,069 SL 40 636      
    IMPROV & ADDITIONS 2011-12-06 16,080 2,630 SL 40 402      
    IMPROV & ADDITIONS 2012-09-30 6,241 904 SL 40 156      
    IMPROV & ADDITIONS 2012-10-18 30,988 4,424 SL 40 775      
    IMPROV & ADDITIONS 2013-12-31 47,572 5,400 SL 40 1,189      
    IMPROV & ADDITIONS 2014-12-31 34,955 3,095 SL 40 874      
    IMPROV & ADDITIONS 2015-12-31 97,350 6,186 SL 40 2,434      
    IMPROV & ADDITIONS 2016-12-31 42,464 1,637 SL 40 1,062      
    IMPROV & ADDITIONS 2017-12-31 24,498 332 SL 40 612      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 SHS COMPUTER SCIENCES C 49,138 52,333
    50,000 SHS MURPHY OIL CORP MTN 42,412 50,125
    50,000 SHS EBAY INC NOTE DTD 1 49,946 50,442
    50,000 SHS EXPRESS SCRIPTS HO 49,820 50,664
    50,000 SHS HERSHEY CO DTD 5/10 49,990 50,857
    50,000 SHS THERMO FISHER SCIEN 49,468 51,195
    50,000 SHS UNITEDHEALTH GROUP 49,806 51,692
    50,000 SHS WALGREENS BOOTS ALL 49,384 51,007

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,000 SHS ANHEUSER BUSCH INBEV    
    1,000 SHS APPLE INC 97,850 197,919
    1,000 SHS CHEVRON CORP 93,830 124,440
    1,000 SHS LINCOLN ELECTRIC HOL 58,940 82,320
    1,000 SHS OMNICOM GROUP INC 74,345 81,950
    1,500 SHS NOVARTIS AG 96,806 136,965
    1,500 SHS PEPSICO INC 96,990 196,695
    1,500 SHS STANLEY BLACK & DECK 83,629 216,915
    1,600 SHS 3M CO 111,688 277,344
    2,000 SHS GILEAD SCIENCES INC    
    2,000 SHS MCDONALDS CORP 111,895 415,320
    2,000 SHS MORNINGSTAR INC 136,918 289,280
    2,000 SHS STRYKER CORP 82,580 411,160
    2,400 SHS TORONTO DOMINION BAN 90,672 140,064
    2,500 SHS QUALCOMM INC 93,725 190,175
    2,200 SHS RAYTHEON CO NEW 82,968 347,760
    2,500 SHS UNITED PARCEL SERVIC 130,356 258,175
    2,600 SHS UNITED TECHNOLOGIES 43,859 338,520
    3,000 SHS JOHNSON & JOHNSON 158,010 417,840
    4,000 SHS ABBOTT LABORATORIES 73,609 336,400
    3,500 SHS ABBVIE INC COM 69,845 254,520
    7,000 SHS AFLAC INC 111,564 383,670
    3,200 SHS ELI LILLY & CO 105,008 354,528
    10,000 SHS GENERAL ELECTRIC CO    
    4,000 SHS HOSPITALITY PROPERTI 41,691 100,000
    4,000 SHS PAYCHEX INC 105,880 329,160
    4,178 SHS JOHNSON CONTROLS INC    
    4,289 SHS IRON MOUNTAIN INC 107,864 134,246
    4,500 SHS PROCTER & GAMBLE CO 6,822 438,600
    5,000 SHS AT&T INC 180,630 167,550
    5,000 SHS BP PLC SPONSERED ADR 182,817 208,500
    938 SHS GOLDMAN SACHS GROUP IN 21,167 23,760
    5,000 SHS JPMORGAN CHASE & CO 122,949 129,450
    10,000 SHS NEWELL BRANDS INC 124,842 154,200
    5,000 SHS SYSCO CORP 150,748 353,600
    5,000 SHS VERIZON COMMUNICATIO 151,715 285,650
    5,000 SHS WELLS FARGO & CO NEW 99,452 125,550
    3.500 SHS MICROSOFT CORP 95,165 468,860
    200 SHS ALLERGAN PLC    
    7,500 SHS INTEL CORP 148,050 359,025
    8,000 SHS PFIZER INC 148,347 346,560
    100 SHS BOOKING HLDS INC 100,794 187,471
    500 SHS CELGENE CORP    
    500 SHS FACEBOOK INC 87,877 96,500
    500 SHS NVIDIA CORP 94,256 82,115
    5,000 SHS SCHLUMBERGER 240,971 198,700
    300 SHS CHECK POINT SOFTWARE T 30,452 34,683
    4,000 BRISTOL-MEYERS SQUIBB CO 185,817 181,400
    600 SHS WATSCO INC 94,773 98,118

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    4,000 SHS ISHARES US PREFERRED AT COST 155,175 147,400
    2,500 SHS FIRST TRUST NORTH AM AT COST 50,420 62,875
    5,000 SHS ISHARES GOLD TRUST AT COST 61,800 67,500
    6,000 SHS FIRST TRUST SHORT DU AT COST 122,040 117,060
    10,000 SHS KAYNE ANDERSON MLP AT COST 183,674 153,100

    TY 2018 LandEtcSchedule2
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 174 PORTLAND     288,750  
    BLDG 174 PORTLAND 550,960 456,079 94,881  
    IMPROV & ADDITIONS 123,430 100,117 23,313  
    IMPROV & ADDITIONS 36,860 28,667 8,193  
    IMPROV & ADDITIONS 197,380 122,811 74,569  
    IMPROV & ADDITIONS 215,781 129,467 86,314  
    IMPROV & ADDITIONS 569,117 303,528 265,589  
    IMPROV & ADDITIONS 12,841 12,841    
    IMPROV & ADDITIONS 164,234 83,947 80,287  
    IMPROV & ADDITIONS 221,758 103,488 118,270  
    IMPROV & ADDITIONS 77,577 38,783 38,794  
    IMPROV & ADDITIONS 37,302 17,258 20,044  
    IMPROV & ADDITIONS 391,131 166,227 224,904  
    IMPROV & ADDITIONS 248,168 102,366 145,802  
    IMPROV & ADDITIONS 12,151 5,472 6,679  
    IMPROV & ADDITIONS 36,770 36,770    
    IMPROV & ADDITIONS 10,379 10,379    
    IMPROV & ADDITIONS 14,500 4,859 9,641  
    IMPROV & ADDITIONS 25,440 6,705 18,735  
    IMPROV & ADDITIONS 16,080 3,032 13,048  
    IMPROV & ADDITIONS 6,241 1,060 5,181  
    IMPROV & ADDITIONS 30,988 5,199 25,789  
    IMPROV & ADDITIONS 47,572 6,589 40,983  
    IMPROV & ADDITIONS 34,955 3,969 30,986  
    IMPROV & ADDITIONS 97,350 8,620 88,730  
    IMPROV & ADDITIONS 42,464 2,699 39,765  
    IMPROV & ADDITIONS 24,498 944 23,554  


    TY 2018 OtherExpensesSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASS FORM PC FILING FEE 125 125   0


    TY 2018 OtherIncomeSchedule2
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    6/30/18 FEDERAL EXCISE TAX REFUND 1,379 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Description Amount
    IRON MOUNTAIN DEFERRED INCOME 2,621


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 62,801 62,801    


    TY 2018 TaxesSchedule
    Name:
    GEORGIANA GODDARD EATON MEMORIAL FUND
    EIN:
    04-6112820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,023 1,023   0
    FEDERAL ESTIMATED TAX 1,780 0   0