Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
VINIK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)401 E JACKSON STREET SUITE 2525
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA, FL33602
A Employer identification number

91-1917506
B Telephone number (see instructions)

(813) 229-0420
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$222,603,067J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 547,786 547,786  
4 Dividends and interest from securities... 720,637 720,637  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,505,386
b Gross sales price for all assets on line 6a 3,205,346,106
7 Capital gain net income (from Part IV, line 2)... 36,459,551
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 1,870,424  
12 Total. Add lines 1 through 11........ 29,773,809 39,598,398  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 62,142 0   62,142
15 Pension plans, employee benefits....... 8,618 0   8,618
16a Legal fees (attach schedule)......... Click to see attachment 6,819 0   6,819
b Accounting fees (attach schedule)....... Click to see attachment 210,175 61,088   142,538
c Other professional fees (attach schedule).... Click to see attachment 457,453 432,456   24,997
17 Interest............... 11,476 11,476   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 51,500 0   51,500
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 35 0   35
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,604,012 4,466,436   834,353
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,412,230 4,971,456   1,131,002
25 Contributions, gifts, grants paid....... 12,657,229 12,657,229
26 Total expenses and disbursements. Add lines 24 and 25 15,069,459 4,971,456   13,788,231
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,704,350
b Net investment income (if negative, enter -0-) 34,626,942
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 54,367,042 44,740,321 44,740,321
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,723,993 Click to see attachment53,642,302 53,700,018
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 98,043,567 Click to see attachment89,686,016 120,057,728
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,802,982 Click to see attachment4,105,000 Click to see attachment4,105,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 172,937,584 192,173,639 222,603,067
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment4,531,705
23 Total liabilities (add lines 17 through 22)......... 0 4,531,705
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,941,677 1,941,677
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 170,995,907 185,700,257
29 Total net assets or fund balances (see instructions)..... 172,937,584 187,641,934
30 Total liabilities and net assets/fund balances (see instructions). 172,937,584 192,173,639
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
172,937,584
2
Enter amount from Part I, line 27a .....................
2
14,704,350
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
187,641,934
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 29 .
6
187,641,934
Form 990-PF (2020)
Form 990-PF (2020)
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 683 CAPITAL P   2020-12-31
b 7WIRE VENTURES FUND II P   2020-12-31
c ATLAN OFFSHORE P   2020-12-31
d CAPITAL GAINS FROM SCHEDULE K-1S P   2020-12-31
e CAT ROCK P   2020-12-31
CLEARFIELD OFFSHORE B SERIES 3 SUB-SERIES P   2020-12-31
CROSS SHORE FUND LTD CLASS E P   2020-12-31
CROSS SHORE FUND LTD CLASS GA P   2020-12-31
HDH MASTER FUND P   2020-12-31
HITCHWOOD CAPITAL PARTNERS P   2020-12-31
KAVI GLOBAL OPPORTUNITY OFFSHORE P   2020-12-31
LBN CHINA P   2020-12-31
LIGHT SKY P   2020-12-31
LVGO P   2020-12-31
NORTH PEAK P   2020-12-31
OLYMPUS PEAK P   2020-12-31
OPPENHEIMER & CO. P   2020-12-31
PALOMA INTERNATIONAL FUND P   2020-12-31
PERCEPTIVE P   2020-12-31
PRENTICE P   2020-12-31
PUBLICLY TRADED SECURITIES P   2020-12-31
RH SECURITIES LITIGATION STTLEMENT FUND P   2020-12-31
RTW FLAGSHIP OFFSHORE P   2020-12-31
RTW INNOVATION OFFSHORE P   2020-12-31
SERENITAS P   2020-12-31
SHAOLIN P   2020-12-31
SHELLBACK P   2020-12-31
SOMA P   2020-12-31
VINIK OFFSHORE FUND II LTD P   2020-12-31
WHALE ROCK P   2020-12-31
(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 3,063,405   2,000,000 1,063,405
b 1,937,823   13,510 1,924,313
c 987,836   666,850 320,986
d 88,621     88,621
e 612,166   306,682 305,484
189,423   139,414 50,009
90,308   59,656 30,652
15,331   10,190 5,141
941,494   1,000,000 -58,506
555     555
    14,585 -14,585
592,568   542,918 49,650
3,107,014   3,000,000 107,014
1,583,798   65,433 1,518,365
1,272,244   1,000,000 272,244
929,712   760,000 169,712
    859 -859
319     319
2,622,280   2,000,000 622,280
1,934,260   2,000,000 -65,740
3,169,590,821   3,146,040,482 23,550,339
7,744     7,744
5,148,038   2,673,865 2,474,173
1,484,251   750,000 734,251
1,262,894   753,779 509,115
1,522,544   1,000,000 522,544
2,673,987   1,621,406 1,052,581
1,791,321   1,000,000 791,321
6,502     6,502
1,888,847   1,466,926 421,921
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,063,405
b       1,924,313
c       320,986
d       88,621
e       305,484
      50,009
      30,652
      5,141
      -58,506
      555
      -14,585
      49,650
      107,014
      1,518,365
      272,244
      169,712
      -859
      319
      622,280
      -65,740
      23,550,339
      7,744
      2,474,173
      734,251
      509,115
      522,544
      1,052,581
      791,321
      6,502
      421,921
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 36,459,551
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 481,314
c All other domestic foundations enter 1.39% 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........................... 3 481,314
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- ..... 5 481,314
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 55,386
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 550,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 605,386
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 124,072
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet124,072 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJEFFREY N VINIK Telephone no.bullet (813) 229-0420

    Located atbullet401 E JACKSON ST SUITE 2525TAMPAFL ZIP+4bullet33602
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEFFREY N VINIK TRUSTEE
    7.50     		0 0 0
    401 E JACKSON ST SUITE 2525
    TAMPA,FL33602
    MARY PENNY VINIK TRUSTEE & PRESIDENT
    8.00     		0 0 0
    401 E JACKSON ST SUITE 2525
    TAMPA,FL33602
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DELOITTE TAX LLP TAX SERVICES 211,445
    PO BOX 844736
    DALLAS,TX752844736
    PARATUS GROUP II INC DESIGN AND PROGRAMMING 169,373
    568 BROADWAY SUITE 602
    NEW YORK,NY10012
    COMPLETE PROPERTY SERVICES LLC MOBILIZATION & REMOVAL OF ARTIFACTS 85,000
    13505 PRESTIGE PLACE
    TAMPA,FL33635
    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 THE FOUNDATION OWNS YAYOI KUSAMA'S ART EXHIBIT ENTITLED "LOVE IS CALLING". DURING 2020 THERE WERE EXPENSES INCURRED FOR THE STORAGE AND INSURANCE FOR THE EXHIBIT IN A CLIMATE-CONTROLLED ART STORAGE WAREHOUSE. THIS ARTWORK WAS ON DISPLAY TO THE PUBLIC IN 2018 AT THE TAMPA MUSEUM OF ART AND WILL BE DISPLAYED FOR THE BENEFIT OF THE PUBLIC AGAIN IN THE FUTURE. 43,493
    2 THE FOUNDATION HAS PAID CERTAIN STARTUP EXPENSES (LEGAL, ARCHITECTURAL AND DESIGN FEES) FOR A CONTEMPLATED ART MUSEUM WHICH WILL WELCOME PEOPLE OF ALL AGES TO EXPERIENCE ART THAT CHALLENGES EXPECTATIONS, CAPTIVATES THE IMAGINATION AND INSPIRES AWE. 209,775
    3 THE FOUNDATION ENTERED INTO AN AGREEMENT WITH ART PRODUCTION FUND (APL), A NEW YORK BASED PUBLIC CHARITY, TO SPONSOR AN ART EXHIBIT PROJECT ENTITLED LUCY SPARROW'S TAMPA DELI & CONVENIENCE STORE IN TAMPA, FL. THE INITIAL AGREEMENT ANTICIPATED AN EXHIBIT THAT WOULD BE FREE AND OPEN TO THE PUBLIC BETWEEN JANUARY 28 AND FEBRUARY 18, 2021, WHEN THE CITY OF TAMPA WAS SCHEDULED TO HOST THE SUPER BOWL. THE ONSET OF THE CORONAVIRUS PANDEMIC RESULTED IN CANCELLING THE 2021 EXHIBIT AND RESCHEDULING IT DURING A COMPARABLE TIME PERIOD IN 2022. THE 2020 THE FOUNDATION INCURRED CERTAIN EXPENSES IN CONNECTION WITH THE CANCELLED EXHIBIT. THE MOST SIGNIFICANT EXPENSE, A $550,000 PAYMENT, IS BEINGCREDITED BY APL TO THE 2022 EXHIBIT. 571,955
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    92,352,588
    b
    Average of monthly cash balances.......................
    1b
    19,287,921
    c
    Fair market value of all other assets (see instructions)................
    1c
    66,061,367
    d
    Total (add lines 1a, b, and c).........................
    1d
    177,701,876
    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
    177,701,876
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,665,528
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    175,036,348
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,751,817
    Part XI
    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 X, line 6....................
    1
    8,751,817
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    481,314
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    481,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,270,503
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,697,982
    5
    Add lines 3 and 4............................
    5
    9,968,485
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,968,485
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    13,788,231
    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
    13,788,231
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,788,231
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 9,968,485
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 2,003,621
    d From 2018...... 1,442,921
    e From 2019...... 7,914,148
    fTotal of lines 3a through e........ 11,360,690
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 13,788,231
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 9,968,485
    e Remaining amount distributed out of corpus 3,819,746
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 15,180,436
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		15,180,436
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 2,003,621
    c Excess from 2018.... 1,442,921
    d Excess from 2019.... 7,914,148
    e Excess from 2020.... 3,819,746
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JEFFREY N VINIK
    MARY PENNY VINIK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    1 VOICE FOUNDATION INC
    123 BLOOMINGDALE AVENUE
    BRANDON,FL33511     		N/A PC GENERAL SUPPORT 50,000
    ABE BROWN MINISTRIES INC
    2921 N 29TH STREET
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 40,000
    ALLEN TEMPLE AME CHURCH OF TPA FLINC
    2101 NORTH LOWE STREET
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 2,500
    AMERICAN HEART ASSOC
    ATTN AMANDA PALUMBO 11207 BLUE
    HERON BLVD N
    ST PETERSBURG,FL33716     		N/A PC GENERAL SUPPORT 130,000
    AMERICAN HEART ASSOCIATION
    GREATER SOUTHEAST AFFILIATE-ACCTS
    REC PO BOX 4002900
    DES MOINES,IA503402900     		N/A PC GENERAL SUPPORT 5,000
    ANGELS AGAINST ABUSE INC
    2300 TALL PINES DRIVE SUITE 100
    LARGO,FL33771     		N/A PC GENERAL SUPPORT 50,000
    BAY AREA LEGAL SERVICES INC
    1302 N 19TH STREET
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 25,000
    BAYCARE HEALTH SYSTEM INC
    2985 DREW STREET
    CLEARWATER,FL33759     		N/A PC GENERAL SUPPORT 50,000
    BIG BROTHERS BIG SISTERS OF AMERICA
    2502 N ROCKY POINT DRIVE SUITE 550
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 10,000
    BOYS & GIRLS CLUBS TAMPA
    1307 N MACDILL AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 50,000
    BROADWAY CARES-EQUITY FIGHTS AIDS INC
    165 WEST 46TH STREET SUITE 1300
    NEW YORK,NY10036     		N/A PC GENERAL SUPPORT 100,000
    CDC OF TAMPA
    1907 E HILLSBOROUGH AVE
    TAMPA,FL33610     		N/A PC GENERAL SUPPORT 100,000
    CHABAD LUBAVITCH OF SOUTH TAMPA
    2511 W SWANN AVE 201
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 100,000
    CHATHAM ATHLETIC ASSOC
    PO BOX 428
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 5,000
    CHATHAM ORPHEUM THEATER
    PO BOX 17
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 155,000
    CHRISTIAN HOME & BIBLE SCHOOL INC
    301 WEST 13TH AVENUE
    MOUNT DORA,FL32767     		N/A PC GENERAL SUPPORT 12,500
    CITY OF TAMPA
    306 E JACKSON STREET
    TAMPA,FL33603     		N/A GOV GENERAL SUPPORT 100,000
    COMMUNITY FOUNDATION OF TAMPA
    COMMUNITY FOUNDATION OF TAMPA BAY
    INC 4300 W CYPRESS STREET SUITE 700
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 150,000
    CONGREGATION BETH SHALOM
    1325 S BELCHER ROAD
    CLEARWATER,FL33764     		N/A PC GENERAL SUPPORT 15,000
    CREATIVE ARTS CENTER IN CHATHAM INC
    154 CROWELL ROAD
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 500
    DANA-FARBER CANCER INSTITUTE
    DIRECTOR OF THE JIMMY FUND 10
    BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445     		N/A PC GENERAL SUPPORT 25,000
    DON'T EVER GIVE UP INC
    C/O THE V FOUNDATION MARY KENEALY
    EVENT
    SARASOTA,FL34236     		N/A SO I GENERAL SUPPORT 100,000
    DRESS FOR SUCCESS TAMPA BAY INC
    DRESS FOR SUCCESS TAMPA BAY INC
    1705 N HOWARD AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 30,000
    DUKE UNIVERSITY
    OFFICE OF UNIVERSITY DEVELOPMENT
    BOX 90581
    DURHAM,NC27708     		N/A PC GENERAL SUPPORT 508,085
    EDUCATION FOUNDATION OF SARASOTA COUNTY
    1960 LANDINGS BLVD SUITE 120
    SARASOTA,FL34231     		N/A PC GENERAL SUPPORT 20,000
    ELDREDGE PUBLIC LIBRARY
    564 MAIN STREET
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 5,000
    FEEDING AMERICA TAMPA BAY INC
    4702 TRANSPORT DRIVE BUILDING 6
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 30,000
    FLORIDA AQUARIUM (THE)
    701 CHANNELSIDE DR
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 305,000
    FLORIDA COUNCIL ON ECONOMIC EDUCATION
    501 S DAKOTA AVE SUITE 1
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 5,000
    FLORIDA DREAM CENTER INC
    4017 56TH AVE N
    ST PETERSBURG,FL33714     		N/A PC GENERAL SUPPORT 12,500
    FLORIDA MUSEUM OF PHOTOGRAPHIC ARTS
    400 N ASHLEY DRIVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    GASPARILLA MUSIC FOUNDATION INC
    POBOX 172986
    TAMPA,FL33672     		N/A PC GENERAL SUPPORT 8,500
    GLAZER CHILDREN'S MUSEUM
    110 W GASPARILLA PLAZA
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    GREATER TAMPA CHAMBER OF COMMERCE
    FOUNDATION INC 201 N FRANKLIN
    STREET SUITE 201
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    HARVARD BUSINESS SCHOOL
    DEVELOPMENT OPERATIONS TEELE HALL
    BOSTON,MA02163     		N/A PC GENERAL SUPPORT 50,000
    HERNANDO COUNTY EDUCATION DIRECT SUPPORT
    ORGANIZATION INC DBA HERNANDO
    COUNTY EDUCATION FOUNDATION
    BROOKSVILLE,FL34601     		N/A SO III FI GENERAL SUPPORT 20,000
    HILLSBOROUGH COMMUNITY COLLEGE FOUNDATION
    39 COLUMBIA DRIVE 708
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 50,000
    HILLSBOROUGH EDUCATION FOUNDATION INC
    2306 N HOWARD AVE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 72,500
    HILLSBOROUGHCOUNTYVETERANSHELPINGVETERANS
    HELPING VETERNAS INC PO BOX 302
    RIVERVIEW,FL33568     		N/A PC GENERAL SUPPORT 5,000
    HUDDLE TOUCH INC
    630 E BLOOMINGDALE AVE
    BRANDON,FL33511     		N/A PC GENERAL SUPPORT 50,000
    HUMANE SOCIETY OF TAMPA BAY INC
    3607 N ARMENIA AVE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 50,000
    IDEA PUBLIC SCHOOLS
    ATTN WYATT TRUSCHEIT 2115 W PIKE
    BLVD
    WESLACO,TX785960054     		N/A PC GENERAL SUPPORT 1,000,000
    JACOB'S TOUCH FOUNDATION INC
    10339 GREEN LINKS DRIVE
    TAMPA,FL33626     		N/A PC GENERAL SUPPORT 10,000
    JDRF INTERNATIONAL
    ATTN MICHAEL MAYBERRY 1 E WACKER DR
    STE 1400
    CHICAGO,IL60601     		N/A PC GENERAL SUPPORT 50,000
    JOHNS HOPKINS ALL CHILDREN'S HOSPITAL INC
    500 SEVENTH AVENUE SOUTH
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 25,000
    JUMBY BAY FUND INC
    DOLLAR BANK-3 GATEWAY CENTER ATTN
    ZADIE PINKNEY
    PITTSBURGH,PA15222     		N/A PC GENERAL SUPPORT 50,000
    LIONS EYE INSTITUTE FOR TRANSPLANT
    RESEARCH FOUNDATION INC 1410 N 21ST
    STREET
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 50,000
    MANATEE EDUCATION FOUNDATION INC
    1023 MANATEE AVE W SUITE 215
    BRADENTON,FL34205     		N/A PC GENERAL SUPPORT 20,000
    MEADOWBROOK SCHOOL
    DEVELOPMENT OFFICE 10 FARM ROAD
    WESTON,MA024932493     		N/A PC GENERAL SUPPORT 50,000
    MEN OF VISION INC
    PO BOX 28062
    TAMPA,FL33682     		N/A PC GENERAL SUPPORT 10,000
    MENTORS FOR HILLSBOROUGH COUNTY VETERANS
    7028 WEST WATERS AVE PMB VTC
    TAMPA,FL33534     		N/A PC GENERAL SUPPORT 10,000
    MET MIN
    ATTN MOLLY JAMES 2002 N FLORIDA AVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 1,045,000
    MIKE ALSTOTT FAMILY FOUNDATION INC
    7019 1ST AVE S
    ST PETERSBURG,FL33707     		N/A PC GENERAL SUPPORT 50,000
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DR
    TAMPA,FL33612     		N/A PC GENERAL SUPPORT 100,000
    MONOMY COMMUNITY SERVICES INC
    166 DEPOT RD
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 50,000
    MORTON PLANT MEASE HEALTH CARE FOUNDATION
    1200 DRUID ROAD
    CLEARWATER,FL33756     		N/A PC GENERAL SUPPORT 10,000
    MOSI
    4801 E FOWLER AVENUE
    TAMPA,FL33617     		N/A PC GENERAL SUPPORT 25,000
    MULLER MAGNET PTA
    13615 N 22ND ST
    TAMPA,FL33613     		N/A PC GENERAL SUPPORT 2,000
    MUSEUM OF FINE ARTS
    255 BEACH DRIVE NE
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 75,000
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS 465 HUNTINGTON
    AVE
    BOSTON,MA02115     		N/A PC GENERAL SUPPORT 550,000
    NEIGHBORLY CARE NETWORK INC
    13945 EVERGREEN AVENUE
    CLEARWATER,FL33762     		N/A PC GENERAL SUPPORT 50,000
    NEW TAMPA PLAYERS INC
    18210 SALTWATER RUN PLACE
    TAMPA,FL33647     		N/A PC GENERAL SUPPORT 5,000
    NOAHS ARK OF CENTRAL FLORIDA INC
    POBOX 92221
    LAKELAND,FL33804     		N/A PC GENERAL SUPPORT 50,000
    OPERATION HEALING FORCE INC
    380 PARK PLACE BLVD SUITE 175
    CLEARWATER,FL33759     		N/A PC GENERAL SUPPORT 50,000
    PAN-MASSACHUSETTS CHALLENGE
    15 TOLMAN STREET
    NEEDHAM,MA02492     		N/A PC GENERAL SUPPORT 2,500
    PASCO EDUCATION FOUNDATION
    PO BOX 1248
    LAND O LAKES,FL34639     		N/A PC GENERAL SUPPORT 20,000
    PINELLAS COMMUNITY FOUNDATION
    ST PETERSBURG FIGHTING CHANCE
    SUPPORT FUND
    CLEARWATER,FL33764     		N/A PC GENERAL SUPPORT 100,000
    PINELLAS COUNTY EDUCATION FOUNDATION INC
    12090 STARKEY ROAD
    LARGO,FL33773     		N/A PC GENERAL SUPPORT 50,000
    PINELLAS COUNTY URBAN LEAGUE INC
    333 31ST STREET NORTH
    SAINT PERSBURG,FL33713     		N/A PC GENERAL SUPPORT 100,000
    POLICE ATHLETIC LEAGUE OF ST PETERSBURG
    1450 16TH STREET NORTH
    ST PETERSBURG,FL33704     		N/A PC GENERAL SUPPORT 50,000
    POLK EDUCATION FOUNDATION
    1530 SHUMATE DRIVE
    BARTOW,FL33830     		N/A PC GENERAL SUPPORT 20,000
    PROJECT PROSPER INC
    13575 58TH STREET NORTH SUITE 107
    CLEARWATER,FL33762     		N/A PC GENERAL SUPPORT 50,000
    R CLUB CHILD CARE INC
    4140 49TH STREET NORTH
    ST PETERSBURG,FL33709     		N/A PC GENERAL SUPPORT 50,000
    RED SOX FOUNDATION INC
    4 JERSEY STREET
    BOSTON,MA02215     		N/A PC GENERAL SUPPORT 30,000
    RELIGIOUS COMMUNITY SERVICES INC
    503 S MARTIN LUTHER KING JR AVE
    CLEARWATER,FL33756     		N/A PC GENERAL SUPPORT 50,000
    RESTORED HOPE OF DADE CITY INC
    13703 17TH ST
    DADE CITY,FL33525     		N/A PC GENERAL SUPPORT 25,000
    RIGHT TO PLAY USA
    134 WEST 26TH STREET SUITE 404
    NEW YORK,NY10001     		N/A PC GENERAL SUPPORT 50,000
    RISE TAMPA OUR POLICE FOUNDATION
    411 N FRANKLIN STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTON ROAD
    BRONX,NY10471     		N/A PC GENERAL SUPPORT 35,000
    RYAN CALLAHAN FOUNDATION
    65-C MONROE AVENUE
    PITTSFORD,NY14534     		N/A PC GENERAL SUPPORT 25,000
    RYAN NECE FOUNDATION INC
    200 N PIERCE STREET 300
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    SPECIAL OLYMPICS MINNESOTA INC
    900 2ND AVENUE SOUTH SUITE 300
    MINNEAPOLIS,MN55402     		N/A PC GENERAL SUPPORT 1,000
    ST PETER CLAVER CATHOLIC SCHOOL
    1401 N GOVERNOR STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 5,000
    ST PETERSBURG FREE CLINIC
    863 3RD AVENUE NORTH
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 62,500
    STAGE WORKS INC
    1120 E KENNEDY BLVD 151
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    START RIGHT NOW INC
    1212 W CASS STREET
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 22,500
    SUMMIT RANCH INC
    DBA SUMMIT PREPARATORY SCHOOL 1605
    DANIELSON RD
    KALISPELL,MT59901     		N/A PC GENERAL SUPPORT 700,000
    SUNSYSTEM DEVELOPMENT CORPORATION
    ADVENTHEALTH FOUNDATION WEST
    FLORIDA 14055 RIVEREDGE DRIVE
    TAMPA,FL33637     		N/A PC GENERAL SUPPORT 175,000
    TAMPA BAY BUSINESSES FOR CULTURE
    AND THE ARTS INC 633 N FRANKLIN ST
    735
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 100,000
    TAMPA BAY HISTORY CENTER INC
    801 OLD WATER STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 60,000
    TAMPA BAY INNOVATION HUB INC
    401 E JACKSON ST SUITE 2525
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 263,903
    TAMPA BAY PERFORMING ARTS CENTER INC
    STRAZ CENTER FOR THE PERFORMING
    ARTS 1010 N WC MACINNES PLACE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 325,000
    TAMPA BAY WAVE INC
    500 E KENNEDY BLVD 3RD FLOOR
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TAMPA GENERAL HOSPITAL FOUNDATION
    1 TAMPA GENERAL CIRCLE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 50,000
    TAMPA HEIGHTS JUNIOR CIVIC ASSOCIATION
    2005 N LAMAR AVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 256,000
    TAMPA JCC & FEDERATION INC
    13009 COMMUNITY CAMPUS DRIVE
    TAMPA,FL33625     		N/A PC GENERAL SUPPORT 25,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER 120 W
    GASPARILLA PLAZA
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 1,124,000
    TAMPA PREPARATORY SCHOOL
    727 WEST CASS ST
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 25,000
    TAMPA THEATRE INC
    711 N FRANKLIN ST
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    TAMPABAY-JOB-LINKS
    SHEILA SOLOMON RUDD EXECUTIVE
    DIRECTOR
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 25,000
    THE ABOVE AND BEYOND FOUNDATION
    403 N WABASH 14A
    CHICAGO,IL60611     		N/A PC GENERAL SUPPORT 100,000
    THE BOTTOM LINE INC
    500 ARMORY STREET SUITE 3
    JAMAICA PLAIN,MA02130     		N/A PC GENERAL SUPPORT 2,500
    THE FLORIDA HOLOCAUST MUSEUM
    55 5TH STREET S
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 30,000
    THE GREEK CHILDREN'S FUND OF FLORIDA INC
    POBOX 1652
    ELFERS,FL34680     		N/A PC GENERAL SUPPORT 25,000
    THE INNER-CITY SCHOLARSHIP FUNDCATHOLIC
    INNER-CITY SCHOLARHIP FUND 67
    BATTERYMARCH STREET 6TH FLOOR
    BOSTON,MA02110     		N/A PC GENERAL SUPPORT 50,000
    THE UNIVERSITY OF FLORIDA FOUNDATION INC
    1938 WEST UNIVERSITY
    GAINSVILLE,FL32603     		N/A PC GENERAL SUPPORT 1,000,000
    THE USA HOCKEY FOUNDATION
    WALTER L BUSH JR CENTER 1775 BOB
    JOHNSON DRIVE
    COLORADO SPRINGS,CO809064090     		N/A SO I GENERAL SUPPORT 15,000
    THINK BIG FOR KIDS INC
    1219 ROLLING WOODS LANE
    LAKELAND,FL33813     		N/A PC GENERAL SUPPORT 25,000
    TITANS OF TAMPA PARK FOOTBALL AND CHEER
    2415 N RIVERSIDE DR
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 5,000
    UNITED WAY SUNCOAST INC
    5201 W KENNEDY BLVD SUITE 600
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 75,000
    UNIVERSITY AREA CDC
    CORPORATION INC 14013 N 22ND STREET
    TAMPA,FL33613     		N/A PC GENERAL SUPPORT 50,000
    URBAN LEAGUE OF HILLSBOROUGH COUNTY INC
    1250 RAY CHARLES BLVD
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 5,000
    USF FOUNDATION INC
    ATTN DONOR RELATIONS 4202 E FOWLER
    AVENUE
    TAMPA,FL33620     		N/A PC GENERAL SUPPORT 278,762
    V FOUNDATION FOR CANCER RESEARCH (THE)
    14600 WESTON PARKWAY
    CARY,NC27513     		N/A PC GENERAL SUPPORT 200,000
    VANDERBILT UNIVERSITY
    PMB 406310 2301 VANDERBILT PLACE
    NASHVILLE,TN372406310     		N/A PC GENERAL SUPPORT 600,000
    WEDU-TV
    1300 NORTH BOULEVARD
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 15,000
    WOMEN'S CONFERENCE OF FLORIDA INC
    ATTN ARLENE DIBENIGNO 730 S
    STERLING AVE SUITE 106
    TAMPA,FL33629     		N/A PC GENERAL SUPPORT 15,000
    WORCESTER ACADEMY
    81 PROVIDENCE ST
    WORCESTER,MA01604     		N/A PC GENERAL SUPPORT 30,000
    TAMPA BAY BLACK BUSINESS INITIATIVE FUND
    306 E JACKSON STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 30,000
    JACKSON HOUSE FOUNDATION INC
    PO BOX 173076
    TAMPA,FL33672     		N/A PC THE FOUNDATION PLEDGED $1 MILLION TO ASSIST THE JACKSON HOUSE FOUNDATION, A SECTION 501(C)(3) PUBLIC CHARITY LOCATED IN TAMPA, FL WITH RESTORATION OF THE JACKSON HOUSE. AS DESCRIBED IN ITS WIKIPEDIA LISTING, THE JACKSON HOUSE IS A HISTORIC BUILDING CONSTRUCTED IN 1901 AS A BOARDING HOUSE USED BY AFRICAN AMERICANS AND OTHER TRAVELERS OF AFRICAN DESCENT FOR ACCOMMODATIONS DURING THE ERA OF RACIAL SEGREGATION. MANY FAMOUS ENTERTAINERS AND OTHER HISTORIC FIGURES STAYED AT THE JACKSON HOUSE DURING THE PERIOD IT WAS OPERATED AS A ROOMING HOUSE. TO DATE, THE FOUNDATION HAS PAID LEGAL AND ARCHITECTURAL FEES ON BEHALF OF THE JACKSON HOUSE FOUNDATION AS EXPERTS ARE DEVELOPING A PLAN FOR RESTORING THIS HISTORIC STRUCTURE. 149,479
    Total .................................bullet 3a 12,657,229
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 547,786  
    4 Dividends and interest from securities....     14 720,637  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 28,505,386  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 29,773,809 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    29,773,809
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 210,175 61,088   142,538

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESCO QQQ TRUST SERIES 1 11,178 0
    ISHARES 20+ YEAR TREASURY BO 7,485,527 7,571,040
    SPDR GOLD SHARES 18,187,663 18,264,064
    ISHARES U.S. HOME CONSTRUCTION 6,337,569 6,249,600
    MSILF TREASURY SECURITIES INST 21,615,314 21,615,314
    SPDR S&P 500 ETF TRUST 5,051 0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARADIGM FUND LP AT COST 500,000 509,206
    683 CAPITAL PARTNERS OFFSHORE AT COST 2,000,000 2,000,000
    ATALAN OFFSHORE AT COST 17,020 17,020
    CAT ROCK B-1 AT COST 613,370 1,370,577
    COATUE OFFSHORE FUND AT COST 1,000,000 1,807,931
    CROSS SHORE FUND LTD CLASS GA AT COST 109,048 254,249
    G2 INVEST PARTNERS OFFSHORE AT COST 2,000,000 2,919,361
    G2 LONG ONLY FUND OFFSHORE AT COST 3,000,000 5,251,338
    LIGHT SKY MACRO D SHARES AT COST 155,351 155,351
    NORTH PEAK CAPITAL FUND II AT COST 63,612 63,612
    OAKTREE VALUE EQUITY FUND AT COST 2,483,470 4,058,814
    OLYMPIC PEAK OFFSHORE AT COST 1,500,000 1,652,675
    PERCEPTIVE AT COST 158,154 158,154
    PRENTICE EQUITY CLASS F AT COST 96,716 96,716
    RTW FLAGSHIP OFFSHORE AT COST 1,500,000 2,912,663
    RTW INNOVATION OFFSHORE AT COST 1,500,000 2,861,978
    SERENITAS CREDIT GAMMA SERIES 1 AT COST 63,145 63,145
    SHAOLIN CAPITAL PARTNERS AT COST 76,127 76,127
    SHELLBACK CLASS B (NR) AT COST 133,699 133,699
    SOMA OFFSHORE AT COST 49,498 49,498
    WHALE ROCK FLAGSHIP FUND CLASS A-1 AT COST 65,719 97,079
    ELECTRON GLOBAL FUND AT COST 2,900,000 2,900,000
    7WIRE VENTURES FUND II LP AT COST 232,200 1,138,319
    7WIRE VENTURES FUND LP AT COST 1,435,329 212,974
    ADITUM BIO FUND 1, LP AT COST 435,000 1,423,120
    BLOCKCHAIN CAPITAL IV LP AT COST 1,734,936 3,104,399
    DELOS LIVING, LLC AT COST 15,000,000 15,000,000
    EBS AGGREGATOR LLC AT COST 1,943,801 4,526,148
    ESG HOLDCO II LLC AT COST 2,020,000 2,525,000
    FIFTH WALL VENTURES II AT COST 637,378 640,136
    FIFTH WALL VENTURES RETAIL FUND, LP AT COST 428,909 467,901
    FINBACK AP LP AT COST 543,987 3,168,514
    GREENOAKS CAPITAL MS LP - AMUSEMENT MILE SERIES AT COST 990,000 2,835,854
    INVOPPS FT1A LLC AT COST 3,060,117 3,418,151
    INVOPPS MT1A LP AT COST 703,600 1,655,913
    L SQUARED CAPITAL PARTNERS II LLC - SERIES GWS TOOL AT COST 1,338,786 1,812,113
    L SQUARED CAPITAL PARTNERS II LLC - SERIES KANOPY AT COST 506,012 1,778,757
    L SQUARED CAPITAL PARTNERS II LLC - SERIES ORACLE AT COST 991,804 2,243,164
    L SQUARED CAPITAL PARTNERS II LLC - SERIES SPACE ELECTRONICS AT COST 842,269 1,654,695
    L SQUARED CAPITAL PARTNERS II LLC - SERIES UNITED SCOPE AT COST 776,525 1,015,811
    LINK VENTURES 2, LP AT COST 390,000 654,191
    LONGFORD CAPITAL FUND II, LP AT COST 5,495,700 7,065,171
    LUMINA ANALYTICS LLC AT COST 500,000 500,000
    MAVERICK VENTURES ISRAEL II LP AT COST 1,125,000 1,150,684
    NEXT PLAY CAPITAL II Q LP AT COST 1,200,000 1,456,594
    PLAYGROUND VENTURES AFFILIATES II LP AT COST 2,000,000 5,024,000
    POLYCHAIN VENTURES II LP AT COST 100,000 93,453
    RISE CAPITAL III LP AT COST 330,000 442,876
    RISE CAPITAL OCEAN HOLDINGS LLC AT COST 1,032,927 1,429,571
    RTW VENTURE FUND LIMITED AT COST 23,320 44,714
    SAPPHIRE SPORT LP AT COST 1,106,154 1,393,177
    SMASH VENTURES SPV LLC AT COST 4,000,000 5,414,709
    VESEY STREET CAPITAL PARTNERS HEALTHCARE FUND-A LP AT COST 739,978 889,553
    VILLAGE GLOBAL II LP AT COST 25,069 23,633
    WHEELS UP PARTNERS HOLDINGS LLC AT COST 1,999,998 2,458,278
    ANZU AT COST 672,832 625,381
    FINALLY LIGHT BULB AT COST 999,999 500,000
    SILK THERAPEUTICS AT COST 5,246,855 11,752,956
    TOUT AT COST 862,500 0
    WEWORK COMPANIES AT COST 4,230,102 592,214
    ELECTROCORE, INC. AT COST 4,000,000 516,411

    TY 2020 LegalFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES - LEGAL 6,819 0   6,819


    TY 2020 OtherAssetsSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORK 855,000 855,000 855,000
    TAMPA BAY INNOVATION HUB, INC PROGRAM RELATED INVESTMENT 1,697,982    
    TAMPA BAY INNOVATION HUB, INC PROGRAM RELATED INVESTMENT 750,000 750,000 750,000
    SUMMIT RANCH, INC PROGRAM RELATED INVESTMENT 2,500,000 2,500,000 2,500,000


    TY 2020 OtherExpensesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 287 0   287
    DEDUCTIONS FROM SCHEDULE K-1'S 0 3,696,777   0
    DIVIDEND EXPENSE 727,783 727,783   0
    BANK FEES 50 25   25
    DIRECT CHARITABLE ACTIVITIES 825,223 0   825,223
    MISC EXPENSE 8,818 0   8,818
    STOCK BORROWING CHARGES 41,851 41,851   0


    TY 2020 OtherIncomeSchedule2
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM SCHEDULE K-1'S 0 1,271,104 0
    SUBPART F INCOME 0 599,320 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITIES IN SHORT POSITION 0 4,531,705


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 457,453 432,456   24,997


    TY 2020 TaxesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 51,500 0   51,500


    TY 2020 TransfersToControlledEntities
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Name US /
    Foreign Address    		 EIN Description Amount
    PLAYGROUND VENTURES AFFILIATES II LP 380 PORTAGE AVENUE
    PALO ALTO,CA94306     		82-2506504 CAPITAL CONTRIBUTION 666,667
    RISE CAPITAL OCEAN HOLDINGS LLC ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105     		84-3055932 CAPITAL CONTRIBUTION 32,927
    Total     699,594