Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
CE MENDEZ FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)601 SOUTH MAGNOLIA AVENUE   Room/suite
City or town, state, and ZIP code
TAMPA, FL33606
A Employer identification number

59-1086491
B Telephone number (see page 10 of the instructions)

(813) 251-3600
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,541,207J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the 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) 802,843
2 Check bullet
3 Interest on savings and temporary cash investments 158,513 158,513 158,513
4 Dividends and interest from securities...... 243,826 243,826 243,826
5a Gross rents.............. 237,595 237,595 237,595
b Net rental income or (loss) 130,928
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 118,278
b Gross sales price for all assets on line 6a 3,121,862
7 Capital gain net income (from Part IV, line 2)... 107,778
8 Net short-term capital gain......... 67,461
9 Income modifications...........  
10a Gross sales less returns and allowances 2,388,530
b Less: Cost of goods sold.... 628,276
c Gross profit or (loss) (attach schedule)..... 1,760,254 1,760,254
11 Other income (attach schedule)....... Click to see attachment 97,387 0 97,387
12 Total. Add lines 1 through 11........ 3,418,696 747,712 2,565,036
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 295,923 48,692 48,692 247,231
14 Other employee salaries and wages...... 1,490,741 8,000 8,000 1,482,741
15 Pension plans, employee benefits....... 265,183 3,305 3,305 261,878
16a Legal fees (attach schedule)......... Click to see attachment 10,452 0 0 10,452
b Accounting fees (attach schedule)....... Click to see attachment 37,550 13,875 13,875 23,675
c Other professional fees (attach schedule).... Click to see attachment 31,525 0 0 31,525
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 51,353 24,920 24,920 26,433
19 Depreciation (attach schedule) and depletion... 174,753 63,981 63,981
20 Occupancy.............. 17,838 0 0 17,838
21 Travel, conferences, and meetings....... 66,291 0 0 66,291
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 593,123 73,888 73,888 536,917
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,034,732 236,661 236,661 2,704,981
25 Contributions, gifts, grants paid........ 24,575 24,575
26 Total expenses and disbursements. Add lines 24 and 25 3,059,307 236,661 236,661 2,729,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 359,389
b Net investment income (if negative, enter -0-) 511,051
c Adjusted net income (if negative, enter -0-)... 2,328,375
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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.......... 2,944,141 2,124,313 2,124,313
3 Accounts receivable bullet255,332
Less: allowance for doubtful accounts bullet   276,228 255,332 255,332
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 page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 369,337 407,474 407,474
9 Prepaid expenses and deferred charges........... 15,049 33,571 33,571
10a Investments—U.S. and state government obligations (attach schedule) 701,041 Click to see attachment0 0
b Investments—corporate stock (attach schedule)........ 7,499,268 Click to see attachment10,267,303 10,267,303
c Investments—corporate bonds (attach schedule)........ 666,983 Click to see attachment1,088,890 1,088,890
11 Investments—land, buildings, and equipment: basis bullet3,057,925
Less: accumulated depreciation (attach schedule) bullet131,462 2,468,867 Click to see attachment2,926,463 2,926,463
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 433,452 Click to see attachment295,964 295,964
14 Land, buildings, and equipment: basis bullet3,128,406
Less: accumulated depreciation (attach schedule) bullet986,509 2,442,072 Click to see attachment2,141,897 2,141,897
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,816,438 19,541,207 19,541,207
Liabilities 17 Accounts payable and accrued expenses.......... 167,936 115,143
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).......... 167,936 115,143
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 17,648,502 19,426,064
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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 page 17 of the
instructions).................... 17,648,502 19,426,064
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 17,816,438 19,541,207
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 17,648,502
2 Enter amount from Part I, line 27a...................... 2 359,389
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,418,173
4 Add lines 1, 2, and 3.......................... 4 19,426,064
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 19,426,064
Form 990-PF (2010)
Form 990-PF (2010)
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 CATALYTIC DEVICES INTERNATIONAL LLC P    
b CATALYTIC DEVICES INTERNATIONAL LLC P    
c GREENMONT CAPITAL PARTNERS I, L.P. P    
d SJF VENTURES II, L.P. P    
e ONEOK PARTNERS, L.P. P    
PUBLICLY-TRADED SECURITIES      
PUBLICLY-TRADED SECURITIES      
SETTLEMENT PROCEEDS 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 3,060     3,060
b     149,133 -149,133
c 2,332     2,332
d 3,673     3,673
e 61     61
2,121,287   2,053,826 67,461
980,373   800,625 179,748
576     576
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       3,060
b       -149,133
c       2,332
d       3,673
e       61
      67,461
      179,748
      576
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 2 107,778
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 67,461
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 page 18 of the 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))
2009 3,156,489 17,631,832 0.179022
2008 2,884,392 15,544,206 0.185561
2007 2,978,261 17,333,726 0.171819
2006 2,871,612 15,625,759 0.183774
2005 2,716,893 13,708,787 0.198186
2 Total of line 1, column (d) ...................... 2 0.918362
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.183672
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 18,937,213
5 Multiply line 4 by line 3....................... 5 3,478,236
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,111
7 Add lines 5 and 6......................... 7 3,483,347
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,729,556
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,221
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 10,221
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 10,221
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 6,112
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 14,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,112
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 2
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 9,889
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet9,889 Refunded Bullet 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 page 19 of
the 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
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 page 19 of the
    instructions)bulletFL, CA, GA
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MENDEZFOUNDATION.ORG
    14
    The books are in care ofbulletCHARLES E MENDEZ III Telephone no.bullet (813) 251-3600
    Located atbullet601 SOUTH MAGNOLIA AVENUETAMPAFL ZIP+4bullet33606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    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 page 20 of the 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 2010?.............
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the 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 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the 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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    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 page 22 of the 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
    CHARLES E MENDEZ JR CHAIRMAN/PRESIDENT
    30.00     		162,308 582 0
    2 WEST WESLEY 8
    ATLANTA,GA30305
    YVONNE L MENDEZ VICE PRESIDENT
    0.50     		0 0 283
    2 WEST WESLEY 8
    ATLANTA,GA30305
    LAWRENCE D MENDEZ VICE PRESIDENT/ASST SECRET
    0.50     		0 0 0
    2607 PARKLAND AVENUE
    TAMPA,FL336095352
    MICHAEL D ANNIS DIRECTOR
    0.50     		0 0 0
    100 NORTH TAMPA STREET STE 700
    TAMPA,FL336025804
    DR CHARLES F MITCHELL DIRECTOR
    0.50     		0 0 546
    5258 DIJON DRIVE
    BATON ROUGE,LA70809
    CHARLES E MENDEZ III VICE PRESIDENT/SECRETARY
    40.00     		133,615 5,440 1,906
    220 HUNTINGTON ROAD NE
    ATLANTA,GA30309
    HENRY GONZALEZ III DIRECTOR/TREASURER
    0.50     		0 0 0
    10111 LINDELAAN DRIVE
    TAMPA,FL33618
    DIANA MENDEZ DIRECTOR
    0.50     		0 0 0
    2142 BELLE CHEER DRIVE
    CLEARWATER,FL33764
    JANET Y MENDEZ DIRECTOR
    0.50     		0 0 0
    2607 PARKLAND AVENUE
    TAMPA,FL336095352
    MELISSA HOFFMAN DIRECTOR
    0.50     		0 0 0
    3221 COMMERCE STREET 216
    DALLAS,TX75226
    LAUREN E MENDEZ DIRECTOR
    0.50     		0 0 0
    2169 FOLSOM ST A101
    SAN FRANCISCO,CA94110
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    REGINA BIRRENKOTT SR. DIRECTOR OF PREV
    40.00     		123,000 0 0
    2607 PROSPECT ROAD
    TAMPA,FL33629
    LEON DRAGON BUSINESS MANAGER
    40.00     		80,000 0 0
    3657 DORAL STREET
    PALM HARBOR,FL34685
    FREDERICK PHEIL INVENTORY MANAGER
    40.00     		70,000 0 0
    PO BOX 900
    FLOWERY BRANCH,GA30542
    CHRISTIANNE POWELL DIRECT SERVICES MANA
    40.00     		57,500 0 0
    1810 REBECCA ROAD
    LUTZ,FL33548
    ALISON PIERCE ACCOUNT SERVICES MAN
    40.00     		57,500 0 0
    1001 GARDEN VIEW DR NE
    ATLANTA,GA30319
    Total number of other employees paid over $50,000...................bullet 3
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DR TINA BACON CONSULTING SERVICES 93,000
    5973 LEELAND ST S
    ST PETERSBURG,FL33715
    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 DIRECT PROGRAM DELIVERY OF TOO GOOD FOR DRUGS WITH FOUNDATION STAFF OF PROFESSIONAL PREVENTION SPECIALISTS THROUGHOUT THE HILLSBOROUGH COUNTY PUBLIC SCHOOLS, WHICH HAS A STUDENT POPULATION OF 175,000. ADDITIONAL ACTIVITIES EMPLOY EVIDENCE-BASED ENVIRONMENTAL STRATEGIES TO ADDRESS COMMUNITY AWARENESS ABOUT SUBSTANCE ABUSE TO FOSTER POSITIVE SOCIETAL NORMS REGARDING SUBSTANCE USE. THESE ACTIVITIES INCLUDE THE TOO GOOD FOR DRUGS WALK AND KIDFEST, CITY OF TAMPA SUMMER PARKS PROGRAM, AND THE TOO GOOD FOR DRUGS JR. GASPARILLA DISTANCE CLASSIC. 2,175,150
    2 PUBLISHES AND DISSEMINATES SOCIAL AND EMOTIONAL LEARNING SKILLS DEVELOPMENT AND PREVENTION EDUCATION MATERIALS FOR K-12 EDUCATORS AND STUDENTS. PRINCIPAL AREAS OF FOCUS INCLUDE SUBSTANCE ABUSE, VIOLENCE, AND BULLYING PREVENTION THROUGH EVIDENCE-BASED AND SCIENCE-BASED SKILLS DEVELOPMENT AND HEALTHY LIFESTYLE PROGRAMS. LONG-RANGE OBJECTIVES ARE TO BUILD HEALTHY RESILIENT CHILDREN EQUIPPED WITH SKILLS NECESSARY TODAY TO NAVIGATE THE SOCIAL AND ENVIRONMENTAL CHALLENGES EXPERIENCED THROUGHOUT THEIR LIVES. ACTIVE CLIENTS INCLUDE 2050 SCHOOL SYSTEMS AND COMMUNITIES THROUGHOUT THE UNITED STATES WITH IMPACTED POPULATIONS EXCEEDING SEVERAL MILLION PEOPLE. OTHER ACTIVITIES INCLUDE OUTREACH AND COLLABORATIONS WITH OTHER ORGANIZATIONS INVOLVED IN NUTRITION EDUCATION THROUGH SCHOOL AND COMMUNITY GARDENS SUPPORTING THE DISTRIBUTION AND ACCESS TO FRESH FOODS TO DISADVANTAGED AREAS OF THE COMMUNITY WITH CONNECTIONS TO LOCALLY GROWN FOODS. 751,069
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    10,947,089
    b
    Average of monthly cash balances.......................
    1b
    2,233,223
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    6,045,285
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,225,597
    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
    19,225,597
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    288,384
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,937,213
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    946,861
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the 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
    2,729,556
    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
    2,729,556
    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 page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    2,729,556
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$  
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2010, enter the date of the ruling.......bullet
    1982-01-01
    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) 2010 (b) 2009 (c) 2008 (d) 2007
    946,861 881,592 777,210 866,686 3,472,349
    b 85% of line 2a ......... 804,832 749,353 660,629 736,683 2,951,497
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,729,556 3,156,489 2,884,392 2,978,261 11,748,698
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,729,556 3,156,489 2,884,392 2,978,261 11,748,698
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		631,241 587,728 518,140 577,791 2,314,900
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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 of the person to whom applications should be addressed:
    MR CE MENDEZ JR
    601 S MAGNOLIA AVENUE
    TAMPA,FL33606
    (813) 251-3600
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST DESCRIBING THE APPLICANT'S BACKGROUND AND GRANT INTENTIONS.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    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
    ALLIANCE THEATRE
    1280 PEACHTREE STREET NORTHEAST
    ATLANTA,GA30309     		NONE NON PROFIT TO SUPPORT ARTS EDUCATION 500
    COMMUNITY HOSPICE OF NORTHEAST FLORIDA
    4266 SUNBEAM ROAD
    JACKSONVILLE,FL32257     		NONE NON PROFIT TO ASSIST PATIENTS WITH ADVANCED DEMENTIA & ALZHEIMER'S DISEASE 500
    GAY LESBIAN & STRAIGHT EDUCATION NETWORK INC
    90 BROAD STREET 2ND FLOOR
    NEW YORK,NY100042205     		NONE NON PROFIT TO PROMOTE AWARENESS ABOUT BULLYING 2,000
    GEORGIA ORGANICS INC
    200A OTTLEY DRIVE
    ATLANTA,GA30324     		NONE NON PROFIT TO EDUCATE CHILDREN IN SUSTAINABLE ORGANIC GARDENING 5,000
    HYDE PARK METHODIST CHURCH
    500 PLATT STREET
    TAMPA,FL33606     		NONE NON PROFIT TO SUPPORT RELIGIOUS VALUES WITHIN THE COMMUNITY 1,500
    JAN HENRICK ACHIEVEMENT AWARD INC
    PO BOX 830
    LAND OLAKES,FL346390830     		NONE NON PROFIT TO REWARD HIGH-SCHOOL STUDENTS FOR THEIR ACHIEVEMENT 200
    MARY LEE'S HOUSE
    2806 N ARMENIA AVENUE
    TAMPA,FL33607     		NONE NON PROFIT TO PROVIDE ABUSED CHILDREN WITH LEGAL, MEDICAL, MENTAL HEALTH 100
    MEALS ON WHEELS ATLANTASENIOR CITIZENS SERVICES
    1705 COMMERCE DRIVE NW
    ATLANTA,GA30318     		NONE NON PROFIT TO ENABLE SENIORS TO ENJOY A HIGH QUALITY OF LIFE 1,000
    OPEN HAND ATLANTA
    176 OTTLEY DRIVE NORTHEAST
    ATLANTA,GA30324     		NONE NON PROFIT TO MEET NUTRITION NEEDS AND PROMOTE NUTRITION EDUCATION 10,500
    PEDIATRIC CANCER FOUNDATION INC
    5550 W EXECUTIVE DRIVE SUITE 300
    TAMPA,FL33609     		NONE NON PROFIT TO FUND MEDICAL RESEARCH AND PROVIDE SUPPORT TO PATIENTS 500
    SEFFNER CHRISTIAN ACADEMY
    11605 HWY 92 EAST
    SEFFNER,FL33584     		NONE NON PROFIT TO PROVIDE ACADEMIC EXCELLENCE IN A CHRIST-CENTERED ENVIRONMENT 25
    SPECIAL OLYMPICS FLORIDA
    1105 CITRUS TOWER BOULEVARD
    CLERMONT,FL34711     		NONE NON PROFIT TO SUPPORT OLYMPIC SPORTS FOR DISABLED 500
    SPINA BIFIDA OF JACKSONVILLE INC
    807 CHILDRENS WAY
    JACKSONVILLE,FL32207     		NONE NON PROFIT TO PROMOTE THE PREVENTION OF SPINA BIFIDA 500
    TGH FOUNDATION
    PO BOX 1289
    TAMPA,FL336011289     		NONE NON PROFIT TO SUPPORT TAMPA GENERAL HOSPITAL'S PROGRAMS & SERVICES 1,000
    THE BREAST CANCER 3-DAY WALK
    7415 PAYSPHERE CIRCLE
    CHICAGO,IL60674     		NONE NON PROFIT TO SUPPORT BREAST CANCER RESEARCH 500
    THE LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605     		NONE NON PROFIT TO SUPPORT RESEARCH AND PROGRAMS FOR PATIENTS AND THEIR FAMILIES 250
    Total .................................bullet 3a 24,575
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments     14 158,513  
    4 Dividends and interest from securities....     14 243,826  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 130,928  
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 118,278  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..         1,760,254
    11 Other revenue: aTEACHING SEMINARS         104,928
    bCATALYTIC DEVICES INTERNATIONAL, LLC 541900 -3,314      
    cGREENMONT CAPITAL PARTNERS I, L.P. 525990 -154      
    dENTERPRISE PRODUCTS PARTNERS, LP 211110 -222      
    eONEOK PARTNERS, L.P. 211110 -4,981      
    fOTHER INCOME         1,130
    12 Subtotal. Add columns (b), (d), and (e).. -8,671 651,545 1,866,312
    13Total. Add line 12, columns (b), (d), and (e)...................
    132,509,186
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    10 SALE OF EDUCATIONAL MATERIALS (WORKBOOKS, MANUALS, ETC.) THAT ARE
    10 DESIGNED TO PREVENT DRUG ABUSE AND VIOLENCE AMONG CHILDREN.
    11A SEMINARS ARE CONDUCTED TO EDUCATE PARENTS AND TEACHERS ON
    11A DRUG ABUSE AND VIOLENCE PREVENTION. THE INSTRUCTORS EDUCATE THE
    11A CHILDREN ON THE DANGERS OF DRUG ABUSE AND VIOLENCE.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    CE MENDEZ FOUNDATION INC
     
    Employer identification number

    59-1086491
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    CE MENDEZ FOUNDATION INC
          		Employer identification number

    59-1086491
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    CITY OF TAMPA - CDBG    
    306 E JACKSON ST 8E
       
    TAMPA, FL   33602

    		$76,187




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    DACCO    
    4422 E COLUMBUS DRIVE
       
    TAMPA, FL   33605

    		$57,800




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    3
     
     

    DEPARTMENT OF CHILDREN FAMILIES    
    9393 N FLORIDA AVE
       
    TAMPA, FL   33612

    		$445,539




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    4
     
     

    HILLSBOROUGH COUNTY PREVENTION PLAN    
    PO BOX 1110
       
    TAMPA, FL   33601

    		$221,617




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    CE MENDEZ FOUNDATION INC
          		Employer identification number

    59-1086491
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    CE MENDEZ FOUNDATION INC
          		Employer identification number

    59-1086491
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 37,550 13,875 13,875 23,675

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

    TY 2010 GainLossSaleOtherAssetsSch
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1998 CARGO VAN 1998-01 PURCHASED 2010-07     17,269   0   17,269
    2002 BUICK CENTURY 2002-08 PURCHASED 2010-07     17,985   0   17,985
    2006 CHRYSLER PACIFICA 2006-07 PURCHASED 2011-02   10,500 19,819   0 10,500 19,819
    2006 DODGE SPRINTER VAN 2006-09 PURCHASED 2011-04     31,590   0   31,590

    TY 2010 GeneralExplanationAttachment
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Identifier Return Reference Explanation
    DEPRECIATION EXPENSE 990-PF, PART I, LINE 19 THE SCHEDULE BELOW LISTS FOR EACH TYPE OF ASSET THE DESCRIPTION OF THE PROPERTY, THE DATE ACQUIRED, THE COST OR OTHER BASIS, THE PRIOR-YEAR ACCUMULATED DEPRECIATION, THE METHOD OF COMPUTATION, THE LIFE, AND THE DEPRECIATION THIS YEAR IN THIS RESPECTIVE ORDER. AUTOMOBILES VARIOUS 161,611 82,647 SL 3YRS 20,769MAGNOLIA BUILDING 1990 427,011 289,416 SL 30YRS 14,234MAGNOLIA BLD IMPROV. VARIOUS 536,338 134,412 SL VARIOUS 13,549CEMVEST, LLC CONDO 2008 370,000 24,667 SL 30YRS 12,333OTTLEY BUILDING 2009 2,167,262 50,938 SL 39YRS 55,571OTTLEY IMPROVEMENTS VARIOUS 866,269 5,286 SL 39YRS 17,364OTTLEY BLDG. IMPROV. VARIOUS 260,454 5,714 SL 39YRS 6,511CEMVEST, LLC FURN. 2008 4,866 1,159 SL 7YRS 695MAGNOLIA EQUIP. VARIOUS 394,842 343,757 200DB VARIOUS 19,883OTTLEY EQUIP. VARIOUS 95,390 5,221 200DB VARIOUS 13,843MAGNOLIA LAND 100,000OTTLEY LAND 700,000OTTLEY RIGHT OF WAY 102,288

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELLS FARGO ADVISORS 253,351 253,351
    MERRILL LYNCH 835,539 835,539
    MORGAN STANLEY 0 0

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO ADVISORS 5,943,742 5,943,742
    MERRILL LYNCH 4,195,206 4,195,206
    SEAHORSE POWER COMPANY 128,355 128,355

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 InvestmentsLandSchedule2
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OTTLEY BUILDING - RENTAL PORTION 1,419,557 69,765 1,349,792 1,349,792
    OTTLEY IMPROVEMENTS - RENTAL PORTION 567,406 14,835 552,571 552,571
    OTTLEY BUILDING IMPROVEMENTS - RENTAL PORTION 170,597 8,008 162,589 162,589
    LAND - OTTLEY - RENTAL PORTION 458,500 0 458,500 458,500
    RIGHT OF WAY - OTTLEY - RENTAL PORTION 66,999 0 66,999 66,999
    CEMVEST, LLC - SKYPOINT FURNITURE - RENTAL PORTION 4,866 1,854 3,012 3,012
    CEMVEST, LLC - SKYPOINT CONDO - RENTAL PORTION 370,000 37,000 333,000 333,000

    TY 2010 InvestmentsOtherSchedule2
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT - CDI AT COST 0 0
    GREENMONT CAPITAL PARTNERS I, LP AT COST 55,567 55,567
    SJF VENTURES II, LP AT COST 96,618 96,618
    ENTERPRISE PRODUCTS PARTNERS L.P. AT COST 6,596 6,596
    ONEOK PARTNERS, L.P. AT COST 19,852 19,852
    PROSHARES ULTRASHORT DJ-UBS CRUDE OIL AT COST 19,157 19,157
    UNREALIZED GAIN ADJUSTMENT AT COST 98,174 98,174

    TY 2010 LandEtcSchedule2
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    AUTOMOBILES 161,611 103,416 58,195 58,195
    MAGNOLIA BUILDING 427,011 303,650 123,361 123,361
    MAGNOLIA BUILDING IMPROVEMENTS 536,338 147,961 388,377 388,377
    OTTLEY BUILDING 747,705 36,746 710,959 710,959
    OTTLEY IMPROVEMENTS 298,863 7,815 291,048 291,048
    OTTLEY BUILDING IMPROVEMENTS 89,857 4,218 85,639 85,639
    MAGNOLIA FURNITURE, FIXTURES & COMPUTERS 394,842 363,640 31,202 31,202
    OTTLEY FURNITURE, FIXTURES & COMPUTERS 95,390 19,063 76,327 76,327
    LAND - MAGNOLIA 100,000 0 100,000 100,000
    LAND - OTTLEY 241,500 0 241,500 241,500
    RIGHT OF WAY - OTTLEY 35,289 0 35,289 35,289


    TY 2010 LegalFeesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,452 0 0 10,452


    TY 2010 OtherExpensesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 902 0 0 902
    AUTO EXPENSE 1,454 0 0 1,454
    BUILDING MAINTENANCE 75,768 0 0 75,768
    PUBLIC & COMMUNITY RELATIONS 61,942 0 0 61,942
    CURRICULUM DEVELOPMENT 2,145 0 0 2,145
    DUES & SUBSCRIPTIONS 953 0 0 953
    EQUIPMENT EXPENSE 8,103 0 0 8,103
    INSURANCE 37,421 0 0 37,421
    INVESTMENT FEES 47,781 47,781 47,781 0
    MISCELLANEOUS -1,713 0 0 15,969
    OFFICE SUPPLIES 20,866 0 0 20,866
    PARK EXPENSE 38,432 0 0 38,432
    POSTAGE 1,834 0 0 1,834
    TRAINING & TEACHING MATERIALS 29,288 0 0 29,288
    TELEPHONE 20,548 0 0 20,548
    COMPUTER SOFTWARE SUPPORT 18,026 0 0 18,026
    BAD DEBT EXPENSE 9,706 0 0 9,706
    COMMUNITY EVENTS 56,052 0 0 56,052
    INVESTMENT EXPENSES 7,110 7,110 7,110 0
    WEBSITE DEVELOPMENT 8,125 0 0 8,125
    EVALUATION STUDY 129,383 0 0 129,383
    BUILDING MAINTENANCE - CV OTTLEY RENTAL 13,317 13,317 13,317 0
    INSURANCE - CV OTTLEY RENTAL 4,278 4,278 4,278 0
    BUILDING MAINTENANCE - SKYPOINT RENTAL 934 934 934 0
    INSURANCE - SKYPOINT RENTAL 468 468 468 0


    TY 2010 OtherIncomeSchedule2
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TEACHING SEMINARS 104,928   104,928
    CATALYTIC DEVICES INTERNATIONAL, LLC -3,314   -3,314
    GREENMONT CAPITAL PARTNERS I, L.P. -154   -154
    ENTERPRISE PRODUCTS PARTNERS, LP -222   -222
    ONEOK PARTNERS, L.P. -4,981   -4,981
    OTHER INCOME 1,130   1,130


    TY 2010 OtherIncreasesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Description Amount
    UNREALIZED GAIN ON SECURITIES 1,418,173


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 29,430 0 0 29,430
    CONTRACT SERVICES 2,095 0 0 2,095


    TY 2010 TaxesSchedule
    Name:
    CE MENDEZ FOUNDATION INC
    EIN: 59-1086491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & FEES 19,614 0 0 19,614
    FOREIGN TAXES PAID 1,231 1,231 1,231 0
    FEDERAL EXCISE TAX 6,819 0 0 6,819
    LICENSES & FEES - CV OTTLEY RENTAL 69 69 69 0
    REAL ESTATE TAXES - CV OTTLEY RENTAL 16,200 16,200 16,200 0
    REAL ESTATE TAXES - SKYPOINT RENTAL 1,962 1,962 1,962 0
    LICENSES & FEES - SKYPOINT RENTAL 5,458 5,458 5,458 0