Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
CE MENDEZ FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)200 OTTLEY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30324
A Employer identification number

59-1086491
B Telephone number (see instructions)

(813) 251-3600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,968,559J 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) 33,656
2 Check right arrow.............
3 Interest on savings and temporary cash investments 197,051 197,051 197,051
4 Dividends and interest from securities... 488,010 488,010 488,010
5a Gross rents............ 718,961 718,961 718,961
b Net rental income or (loss) 464,294
6a Net gain or (loss) from sale of assets not on line 10 4,040,244
b Gross sales price for all assets on line 6a 14,435,404
7 Capital gain net income (from Part IV, line 2)... 4,040,244
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 2,975,505
b Less: Cost of goods sold.... 940,411
c Gross profit or (loss) (attach schedule)..... 2,035,094 2,035,094
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
270,885 -374 270,885
12 Total. Add lines 1 through 11........ 7,783,901 5,443,892 3,710,001
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 620,000 90,000 90,000 530,000
14 Other employee salaries and wages...... 1,419,413 16,500 16,500 1,402,913
15 Pension plans, employee benefits....... 188,681 6,043 6,043 182,638
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,850 414 414 16,436
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
79,168 39,584 39,584 39,584
c Other professional fees (attach schedule)....        
17 Interest............... 5,511 0 0 5,511
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
192,788 90,783 90,783 102,005
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
163,878 89,769 89,769
20 Occupancy.............. 160,631 0 0 160,631
21 Travel, conferences, and meetings....... 100,464 0 0 100,464
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
486,869 179,653 179,653 307,216
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,434,253 512,746 512,746 2,847,398
25 Contributions, gifts, grants paid....... 12,439 12,439
26 Total expenses and disbursements. Add lines 24 and 25 3,446,692 512,746 512,746 2,859,837
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,337,209
b Net investment income (if negative, enter -0-) 4,931,146
c Adjusted net income (if negative, enter -0-)... 3,197,255
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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 2 2
2 Savings and temporary cash investments......... 8,724,302 3,566,088 3,566,088
3 Accounts receivable right arrow152,943
Less: allowance for doubtful accounts right arrow68,428 140,147 84,515 84,515
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 1,405,029 1,427,423 1,427,423
9 Prepaid expenses and deferred charges.......... 44,376 19,041 19,041
10a Investments—U.S. and state government obligations (attach schedule) 918,170 Click to see attachment
List of Attached Documents:
// Content
6,717,995 		6,717,995
b Investments—corporate stock (attach schedule)....... 18,026,166 Click to see attachment
List of Attached Documents:
// Content
20,897,992 		20,897,992
c Investments—corporate bonds (attach schedule)....... 75,980 0 0
11 Investments—land, buildings, and equipment: basis right arrow4,417,457
Less: accumulated depreciation (attach schedule) right arrow1,065,004 3,411,147 Click to see attachment
List of Attached Documents:
// Content
3,352,453 		3,352,454
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 724,247 Click to see attachment
List of Attached Documents:
// Content
714,593 		714,593
14 Land, buildings, and equipment: basis right arrow3,453,755
Less: accumulated depreciation (attach schedule) right arrow1,265,298 2,229,224 Click to see attachment
List of Attached Documents:
// Content
2,188,457 		2,188,456
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,698,786 38,968,559 38,968,559
Liabilities 17 Accounts payable and accrued expenses.......... 805,722 844,467
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
78,730 		Click to see attachment
List of Attached Documents:
// Content
54,242
23 Total liabilities (add lines 17 through 22)......... 884,452 898,709
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 34,814,334 38,069,850
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 34,814,334 38,069,850
30 Total liabilities and net assets/fund balances (see instructions). 35,698,786 38,968,559
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,814,334
2
Enter amount from Part I, line 27a .....................
2
4,337,209
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,151,543
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,081,693
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,069,850
Form 990-PF (2024)
Form 990-PF (2024)
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 SALEM INVESTMENT PARTNERS III FUNDING, LLC P 2024-06-29 2025-06-30
b ABQID FUND I LP P 2024-06-29 2025-06-30
c SEVENCE, LLC P 2024-06-29 2025-06-30
d NUTANIX SECURITIES SETTLEMENT P 2024-06-29 2025-06-30
e ALEXION PHARMACEUTICALS P 2024-06-29 2025-06-30
KRAFT HEINZ SECURITIES P 2024-06-29 2025-06-30
SJF VENTURES II, L.P. P 2024-06-29 2025-06-30
SJF VENTURES IIIA, L.P. P 2024-06-29 2025-06-30
SJF VENTURES V, L.P. P 2024-06-29 2025-06-30
FLASHPOINT INVESTORS 2, LLC P 2024-06-29 2025-06-30
FLASHPOINT INVESTORS 1, LLC P 2024-06-29 2025-06-30
PUBLICLY TRADED P 2024-06-29 2025-06-30
PUBLICLY TRADED P 2024-06-29 2025-06-30
(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     7,467 -7,467
b 4,399     4,399
c 1,980     1,980
d 97     97
e 11     11
138     138
    8,240 -8,240
10,356     10,356
5,585     5,585
    1,976 -1,976
    1,704 -1,704
3,750,527   3,797,851 -47,324
10,662,311   6,577,922 4,084,389
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       -7,467
b       4,399
c       1,980
d       97
e       11
      138
      -8,240
      10,356
      5,585
      -1,976
      -1,704
      -47,324
      4,084,389
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 4,040,244
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 -47,324
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 68,543
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 68,543
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 68,543
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 19,776
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 86,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 105,776
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2,566
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 34,667
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow34,667 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL, CA, GA, IN, NM, NC, AZ
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 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 addressright arrowWWW.MENDEZFOUNDATION.ORG
14
The books are in care ofright arrowCHARLES E MENDEZ III Telephone no.right arrow (813) 251-3600

Located atright arrow200 OTTLEY DRIVEATLANTAGA ZIP+4right arrow30324
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES E MENDEZ JR CHAIRMAN/PRESIDENT
30.00 		300,000 674 0
2318 WILDERNESS RIDGE
SANTA FE,NM87505
YVONNE L MENDEZ VICE PRESIDENT
0.50 		0 0 0
2318 WILDERNESS RIDGE
SANTA FE,NM87505
MICHAEL D ANNIS DIRECTOR
0.50 		0 0 0
100 NORTH TAMPA STREET 700
TAMPA,FL336025804
DR CHARLES F MITCHELL DIRECTOR
0.50 		0 0 0
5258 DIJON DRIVE
BATON ROUGE,LA70809
CHARLES E MENDEZ III VICE PRESIDENT/SECRETARY
40.00 		320,000 6,115 0
45 CONIFER PARK LANE NE
ATLANTA,GA30342
HENRY GONZALEZ III DIRECTOR/TREASURER
0.50 		0 0 0
10111 LINDELAAN DRIVE
TAMPA,FL33618
JANET Y MENDEZ DIRECTOR
0.50 		0 0 0
3205 W FOUNTAIN BLVD
TAMPA,FL336094620
MELISSA HOFFMAN DIRECTOR
0.50 		0 0 0
979 S RUSTIC CIRCLE
DALLAS,TX75218
LAUREN E MENDEZ DIRECTOR
0.50 		0 0 0
1510 EAST STREET
GOLDEN,CO80401
BAERBEL FREUDENTHALER DIRECTOR
0.50 		0 0 0
868 PENN AVENUE
ATLANTA,GA30308
DAVID FRANKLIN DIRECTOR
0.50 		0 0 0
1569 WILDERNESS GATE RD
SANTA FE,NM87505
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
BRADLEY BRAMLETT BUSINESS MANAGER
40.00 		165,000 0 0
1125 ETOWAH VALLEY LN
WOODSTOCK,GA30189
CYNTHIA SWARTZWELDER VP TRAINING & IMPLEM
40.00 		140,000 0 0
6150 CASTLETON HOLLOW RD
RIVERVIEW,FL33578
LAURA MAROLF PROGRAM DEVELOPMENT
40.00 		133,000 0 0
2505 N HIGHLAND AVE
TAMPA,FL33602
STUART PHEIL INVENTORY CONTROLLER
40.00 		126,000 0 0
80 SKYLAND DRIVE
ROSWELL,GA30075
JULIE YOCCA BUSINESS DEVELOPMENT
40.00 		125,000 0 0
4133 TUGGLE RD
BUFORD,GA30519
Total number of other employees paid over $50,000...................right arrow 9
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
HENDEE MCKERNAN SCHROEDER WILKERSON & HENDE LEGAL SERVICE 68,979
1700 S MACDILL AVE STE 200
TAMPA,FL33629
COMPUTER QUEST LLC COMPUTER SOFTWARE SUPPORT 54,493
7385 TANGLEWOOD DR
NEW PORT RICHEY,FL34654
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 DIRECT SERVICE DELIVERY OF ITS EVIDENCE-BASED SUBSTANCE USE PREVENTION EDUCATION PROGRAMMING AS A STATE LICENSED PREVENTION PROVIDER TO SCHOOLS IN HILLSBOROUGH COUNTY FLORIDA WITH ITS STAFF OF PROFESSIONAL PREVENTION SPECIALISTS. ADDITIONAL ACTIVITIES EMPLOY EVIDENCE BASED ENVIRONMENTAL STRATEGIES TO PROMOTE AND REINFORCE COMMUNITY AWARENESS OF THE EFFECTS OF SUBSTANCE ABUSE TO FOSTER POSITIVE SOCIETAL NORMS REGARDING SUBSTANCE ABUSE. THESE ACTIVITIES INCLUDE THE CITY OF TAMPA SUMMER PARKS PROGRAM AND SUPPORTINGTHE PUBLIX TOO GOOD FOR DRUGS JUNIOR GASPARILLA DISTANCE CLASSIC FUN RUN. 588,713
2 DEVELOPS, PUBLISHES, AND MARKETS THE TOO GOOD COMPREHENSIVE SERIES OF DEVELOPMENTALLY APPROPRIATE, UNIVERSAL SCHOOL-BASED PREVENTION EDUCATION PROGRAMS FOR K-12 DESIGNED TO BUILD STUDENT RESILIENCY THROUGH THE DEVELOPMENT OF SELF-EFFICACY AND INTERPERSONAL SKILLS TOGETHER WITH A PERCEPTION OF HARM OF THE HEALTH RISKS OF SUBSTANCE USE, VIOLENCE, AND POOR NUTRITION. THESE PROGRAMS ARE MARKETED AND DISTRIBUTED UNDER THE TOO GOOD FOR DRUGS, TOO GOOD FOR VIOLENCE, AND SEEDS OF NUTRITION TRADE NAMES. ACTIVE CLIENTS INCLUDE SCHOOL DISTRICTS, INDEPENDENT SCHOOLS, LAW ENFORCEMENT AGENCIES, FAITH-BASED ORGANIZATIONS, BEHAVIORAL HEALTH AGENCIES, AND COMMUNITY AGENCIES THROUGHOUT THE UNITED STATES WITH IMPACTED POPULATIONS EXCEEDING SERVERAL MILLION PEOPLE. OTHER ACTVITIES INCLUDE OUTREACH AND COLLABORATION WITH VARIOUS COMMUNITY, GOVERNMENT, AND LAW ENFORCEMENT AGENCIES ENGAGED IN SUBSTANCE ABUSE PREVENTION, BULLYING PREVENTION AND INTERVENTION AND VIOLENCE AND CRIME PREVENTION. 2,258,617
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
23,592,159
b
Average of monthly cash balances.......................
1b
5,596,843
c
Fair market value of all other assets (see instructions)................
1c
8,248,215
d
Total (add lines 1a, b, and c).........................
1d
37,437,217
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
37,437,217
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
561,558
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,875,659
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,843,783
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
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 instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,859,837
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
2,859,837
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
1,843,783 1,650,053 1,520,877 1,555,144 6,569,857
b 85% (0.85) of line 2a ......... 1,567,216 1,402,545 1,292,745 1,321,872 5,584,378
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		2,859,837 2,755,376 2,788,979 2,463,296 10,867,488
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 .... 		2,859,837 2,755,376 2,788,979 2,463,296 10,867,488
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 IX, line 6 for each year listed .. 		1,229,189 1,100,035 1,013,918 1,036,763 4,379,905
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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MR CE MENDEZ JR
200 OTTLEY DRIVE
ATLANTA,GA30324
(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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ATLANTA RONALD MCDONALD HOUSE

795 GATEWOOD RD NE
ATLANTA,GA30329 		N/A PC HELP FAMILIES PHYSICALLY, ECONOMICALLY, AND EMOTIONALLY DURING THEIR HEALTH CARE JOURNEY. 5,000

OPEN HAND ATLANTA

181 ARMOUR DRIVE NE
ATLANTA,GA30324 		N/A PC TO MEET NUTRITION NEEDS AND PROMOTE NUTRITION EDUCATION. 3,689

PIEDMONT HEIGHTS ALLIANCE

1579 MONROE DRIVE STE F BOX 226
ATLANTA,GA30324 		N/A PC TO SUPPORT NEIGHBORHOOD IMPROVEMENTS IN PEIDMONT HIEGHTS. 250

SEBRING HALL OF FAME INC

425 S COMMERCE AVE
SEBRING,FL33870 		N/A PC TO SUPPORT THE MUSEUMS' BUILDING FUND 3,500
Total .................................right arrow 3a 12,439
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 197,051  
4 Dividends and interest from securities ....     14 488,010  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 464,294  
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 4,040,244  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         2,035,094
11 Other revenue:
aABQID FUND I, LP 		541900 497      
bFLASHPOINT INVESTORS 2 LLC 541900 -41      
cT&U FREEMOREWEST LLC 531120 -2,403      
dSEVENCE, LLC 541900 19,495      
eSALEM INVESTMENT PARTNERS III FUNDING, LLC 541900 212      
fROYALTIES          
gT&U FREEMOREWEST LLC     16 -2,172  
hRO2 CENTRAL ROOSEVELT, LLC 531120 -5,652      
iOTHER INCOME     14    
jOSAZDA ENERGY, LLC 541900 217      
kNUEVO MEXICO BANYAN ANGELS, LLC 541900 -148      
lIN-LIEU OF CASH          
mFLASHPOINT INVESTORS 1 LLC 541900 -6      
nENTERPRISE PRODUCTS PARTNERS, LP 211100 -4,855      
oPRECISION OCULAR METROLOGY 541900 -76      
pSALEM INVESTMENT PARTNERS III FUNDING, LLC     16 1,798  
qTEACHING SEMINARS         264,716
rENERGY TRANSFER LP 211100 -697      
12 Subtotal. Add columns (b), (d), and (e) .. 6,543 5,189,225 2,299,810
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,495,578
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CE MENDEZ FOUNDATION INC
 
Employer identification number

59-1086491
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CE MENDEZ FOUNDATION INC
  		Employer identification number
59-1086491
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DEPARTMENT OF CHILDREN AND FAMILIES
 
9393 N FLORIDA AVE
 
TAMPA, FL33612

$ 15,267


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CITY OF TAMPA PARKS AND RECREATION DEPARTMENT
 
3402 W COLUMBUS DRIVE
 
TAMPA, FL33607

$ 18,389


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CE MENDEZ FOUNDATION INC
  		Employer identification number

59-1086491
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CE MENDEZ FOUNDATION INC
  		Employer identification number

59-1086491
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $  
Use duplicate copies of Part III if additional space is needed.
(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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 79,168 39,584 39,584 39,584

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

TY 2024 DepreciationSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
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
OTTLEY BUILDING 2009-07-31 747,705 293,601 SL 39.000000000000 27,100 0 0  
OTTLEY IMPROVEMENTS 2010-02-28 334,618 105,364 SL 39.000000000000 3,914 0 0  
OTTLEY BUILDING IMPROVEMENTS 2009-07-31 141,151 58,110 SL 39.000000000000 9,024 0 0  
MAGNOLIA FURNITURE, FIXTURES & COMPUTERS 2020-09-14 218,000 214,551 SL 5.000000000000 2,298 0 0  
OTTLEY FURNITURE, FIXTURES & COMPUTERS 2020-10-06 67,843 50,316 SL 7.000000000000 2,966 0 0  
CYPRESS BUILDING 2020-02-13 718,469 81,365 SL 39.000000000000 18,422 0 0  
CYPRESS IMPROVEMENTS 2020-07-31 231,262 40,557 SL 39.000000000000 10,385 0 0  
OTTLEY BUILDING 2009-07-31 1,419,557 537,532 SL 39.000000000000 30,768 30,768 30,768  
OTTLEY IMPROVEMENTS 2010-02-28 635,290 200,038 SL 39.000000000000 7,431 7,431 7,431  
OTTLEY BUILDING IMPROVEMENTS 2009-07-31 267,982 110,323 SL 39.000000000000 17,132 17,132 17,132  
OTTLEY FURNITURE, FIXTURES & COMPUTERS 2020-10-06 128,803 95,528 SL 7.000000000000 5,631 5,631 5,631  
MAGNOLIA FURNITURE, FIXTURES & COMPUTERS 2020-09-14 218,000 212,350 SL 5.000000000000 0 0 0  
CYPRESS BUILDING 2020-02-13 718,469 81,365 SL 39.000000000000 18,422 18,422 18,422  
CYPRESS IMPROVEMENTS 2020-07-31 231,262 40,557 SL 39.000000000000 10,385 10,385 10,385  

TY 2024 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. OTTLEY BUILDING 2009 2,167,262 828,931 SL 39YRS 55,571OTTLEY IMPROVEMENTS VARIOUS 969,908 305,402 SL 39YRS 11,346OTTLEY BLDG. IMPROV. VARIOUS 409,133 168,433 SL 39YRS 26,156MAGNOLIA EQUIP. VARIOUS 435,999 429,103 SL VARIOUS 4,595OTTLEY EQUIP. VARIOUS 196,646 145,843 SL VARIOUS 8,597CYPRESS BUILDING 2020 1,436,937 162,731 SL 39YRS 36,845CYPRESS IMPROVMENTS VARIOUS 462,524 81,114 SL VARIOUS 20,770WEBSITE DEVELOPMENT 2019 40,000 40,000 SL 3YRS

TY 2024 InvestmentsCorpStockSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Name of Stock End of Year Book Value End of Year Fair Market Value
MERRILL LYNCH 17,130,523 17,130,523
PAX SCIENTIFIC, INC 1,402 1,402
LOTUS LEAF COATINGS, INC 25,000 25,000
T-NEURO PHARMA, INC 30,000 30,000
NATURES TOOLBOX (NTXBIO, LLC) 184,146 184,146
K&K BIOTECH, INC 25,000 25,000
BUILD WITH ROBOTS, INC. 54,219 54,219
UBS 3,347,702 3,347,702
TS-NANO INC 100,000 100,000

TY 2024 InvestmentsGovtObligationsSch
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
US Government Securities - End of Year Book Value:

6,717,995
US Government Securities - End of Year Fair Market Value:

6,717,995
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 1,419,557 579,349 840,208 840,208
OTTLEY IMPROVEMENTS - RENTAL PORTION 635,290 236,106 399,184 399,184
OTTLEY BUILDING IMPROVEMENTS - RENTAL PORTION 267,982 98,820 169,162 169,162
LAND - OTTLEY - RENTAL PORTION 458,500 0 458,500 458,500
RIGHT OF WAY - OTTLEY - RENTAL PORTION 66,999 0 66,999 66,999
BUILDING - 4915 W. CYPRESS - RENTAL PORTION 718,469 99,787 618,682 618,682
IMPROVEMENTS - 4915 W. CYPRESS - RENTAL PORTION 59,916 30,457 29,459 29,459
LAND - 4915 W. CYPRESS - RENTAL PORTION 619,399 0 619,399 619,399
IMPROVEMENTS - 4915 W. CYPRESS 39YR - RENTAL PORTION 171,346 20,485 150,861 150,861

TY 2024 InvestmentsOtherSchedule2
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SJF VENTURES II, LP AT COST 4,985 4,985
FLASHPOINT INVESTORS 1 LLC AT COST 2,800 2,800
SJF VENTURES IIIA, LP AT COST 47,898 47,898
SALEM INVESTMENT PARTNERS III FUNDING, LLC AT COST 71,354 71,354
FLASHPOINT INVESTORS 2, LLC AT COST 8,229 8,229
ABQID FUND 1, LP AT COST 7,991 7,991
PRECISION OCULAR METROLOGY, LLC AT COST 10,312 10,312
OSAZDA ENERGY, LLC AT COST 14,197 14,197
NUEVO MEXICO BANYAN ANGELS, LLC AT COST 24,720 24,720
CTW SWA 2018 CONVERTIBLE, LLC AT COST 78,475 78,475
SUN MOUNTAIN PRIVATE CREDIT FUND AT COST 126,042 126,042
T&U FREEMOREWEST LLC AT COST 95,249 95,249
SJF VENTURES V AT COST 72,341 72,341
DXD ALBUQUERQUE PARTNERS, LLC AT COST 150,000 150,000

TY 2024 LandEtcSchedule2
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 747,705 305,153 442,552 442,552
OTTLEY IMPROVEMENTS 334,618 124,361 210,257 210,257
OTTLEY BUILDING IMPROVEMENTS 141,151 52,050 89,101 89,101
MAGNOLIA FURNITURE, FIXTURES & COMPUTERS 435,999 433,698 2,301 2,301
OTTLEY FURNITURE, FIXTURES & COMPUTERS 196,646 154,441 42,205 42,205
LAND - OTTLEY 241,500 0 241,500 241,500
RIGHT OF WAY - OTTLEY 35,289 0 35,289 35,289
CEMVEST, LLC - SKYPOINT FURNITURE 4,866 4,866 0  
BUILDING - 4915 W. CYPRESS 718,469 99,787 618,682 618,682
IMPROVEMENTS - 4915 W. CYPRESS 59,916 30,457 29,459 29,459
WEBSITE DEVELOPMENT 40,000 40,000 0  
LAND - 4915 W. CYPRESS 326,249 0 326,249 326,249
IMPROVEMENTS - 4915 W. CYPRESS 39YR 171,346 20,485 150,861 150,861


TY 2024 LegalFeesSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 16,850 414 414 16,436


TY 2024 OtherDecreasesSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Description Amount
UNREALIZED GAIN ON SECURITIES 1,081,693


TY 2024 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 7,020 0 0 7,020
PUBLIC & COMMUNITY RELATIONS 30,645 0 0 30,645
DUES & SUBSCRIPTIONS 29,102 0 0 29,102
EQUIPMENT EXPENSE 13,025 0 0 13,025
INSURANCE 13,987 0 0 13,987
INVESTMENT FEES 95,829 95,829 95,829 0
MISCELLANEOUS 50,291 18 18 50,273
OFFICE SUPPLIES 10,914 0 0 10,914
PARK EXPENSE 5,518 0 0 5,518
POSTAGE 282 0 0 282
TRAINING & TEACHING MATERIALS 68,979 0 0 68,979
COMPUTER SOFTWARE SUPPORT 51,009 0 0 51,009
WEBSITE DEVELOPMENT 25,676 0 0 25,676
INVESTMENT EXPENSES 6,662 6,662 6,662 0
CONSULTANTS AND EVALUATION 343 0 0 343
BAD DEBT EXPENSE 443 0 0 443
BUILDING MAINTENANCE - 200 OTTLEY 29,436 29,436 29,436 0
INSURANCE - 200 OTTLEY 7,564 7,564 7,564 0
BUILDING MAINTENANCE - 4915 W. CYPRESS 28,409 28,409 28,409 0
INSURANCE - 4915 W. CYPRESS 11,735 11,735 11,735 0


TY 2024 OtherIncomeSchedule2
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ABQID FUND I, LP 497   497
FLASHPOINT INVESTORS 2 LLC -41   -41
T&U FREEMOREWEST LLC -2,403   -2,403
SEVENCE, LLC 19,495   19,495
SALEM INVESTMENT PARTNERS III FUNDING, LLC 212   212
T&U FREEMOREWEST LLC -2,172 -2,172 -2,172
RO2 CENTRAL ROOSEVELT, LLC -5,652   -5,652
OSAZDA ENERGY, LLC 217   217
NUEVO MEXICO BANYAN ANGELS, LLC -148   -148
FLASHPOINT INVESTORS 1 LLC -6   -6
ENTERPRISE PRODUCTS PARTNERS, LP -4,855   -4,855
PRECISION OCULAR METROLOGY -76   -76
SALEM INVESTMENT PARTNERS III FUNDING, LLC 1,798 1,798 1,798
TEACHING SEMINARS 264,716   264,716
ENERGY TRANSFER LP -697   -697


TY 2024 OtherLiabilitiesSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Description Beginning of Year - Book Value End of Year - Book Value
POST-RETIREMENT BENEFITS 78,730 54,242


TY 2024 TaxesSchedule
Name:
CE MENDEZ FOUNDATION INC
EIN:
59-1086491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES & FEES 34,594 0 0 34,594
FOREIGN TAXES PAID 3,029 3,029 3,029 0
FEDERAL EXCISE TAX 67,411 0 0 67,411
REAL ESTATE TAXES - 200 OTTLEY 61,814 61,814 61,814 0
LICENSES & FEES - 200 OTTLEY 4,796 4,796 4,796 0
LICENSES & FEES - 4915 W. CYPRESS 242 242 242 0
REAL ESTATE TAXES - 4915 W. CYPRESS 20,902 20,902 20,902 0