Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$248,857,794J 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 149,271 141,394  
4 Dividends and interest from securities... 349,807 349,807  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,599,654
b Gross sales price for all assets on line 6a 81,488,669
7 Capital gain net income (from Part IV, line 2)... 32,927,815
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 2,503,827  
12 Total. Add lines 1 through 11........ 31,098,732 35,922,843  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 77,177 0   77,177
15 Pension plans, employee benefits....... 9,381 0   9,381
16a Legal fees (attach schedule)......... Click to see attachment 1,059 0   1,059
b Accounting fees (attach schedule)....... Click to see attachment 97,835 29,351   68,485
c Other professional fees (attach schedule).... Click to see attachment 1,986,066 1,977,266   8,800
17 Interest............... 3,079 3,079   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 685,512 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 356,575 3,789,429   137,219
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,216,684 5,799,125   302,121
25 Contributions, gifts, grants paid....... 10,112,186 10,112,186
26 Total expenses and disbursements. Add lines 24 and 25 13,328,870 5,799,125   10,414,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,769,862
b Net investment income (if negative, enter -0-) 30,123,718
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 44,740,321 100,474,737 100,474,737
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)....... 53,642,302 Click to see attachment30,146,770 30,165,353
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).......... 89,686,016 Click to see attachment79,534,369 116,612,704
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,105,000 Click to see attachment1,605,000 Click to see attachment1,605,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 192,173,639 211,760,876 248,857,794
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 attachment4,531,705 Click to see attachment7,711,300
23 Total liabilities (add lines 17 through 22)......... 4,531,705 7,711,300
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 185,700,257 202,107,899
29 Total net assets or fund balances (see instructions)..... 187,641,934 204,049,576
30 Total liabilities and net assets/fund balances (see instructions). 192,173,639 211,760,876
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
187,641,934
2
Enter amount from Part I, line 27a .....................
2
17,769,862
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
205,411,796
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,362,220
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
204,049,576
Form 990-PF (2021)
Form 990-PF (2021)
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 OAKTREE VALUE EQUITY FUND P   2021-12-31
b WHALE ROCK FLAGSHIP FUND CLASS A-1 P   2021-12-31
c G2 INVEST PARTNERS OFFSHORE P   2021-12-31
d G2 LONG ONLY FUND OFFSHORE P   2021-12-31
e OLYMPIC PEAK OFFSHORE P   2021-12-31
CROSS SHORE FUND LTD CLASS E P   2021-12-31
CAT ROCK B-1 P   2021-12-31
683 CAPITAL P   2021-12-31
SERENITAS P   2021-12-31
NORTH PEAK P   2021-12-31
PUBLICLY TRADED SECURITIES P   2021-12-31
RTW VENTURE FUND LIMITED P   2021-12-31
ELECTROCORE P   2021-12-31
WHEELS UP P   2021-12-31
WEWORK P   2021-12-31
COINBASE P   2021-12-31
(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 1,076,337   629,555 446,782
b 22,282   6,664 15,618
c 1,598,023   1,000,000 598,023
d 2,926,467   1,500,000 1,426,467
e 911,468   740,000 171,468
112,005   33,438 78,567
730,376   306,685 423,691
    153,170 -153,170
30     30
    272 -272
68,832,057   33,251,948 35,580,109
    24,524 -24,524
884,080   4,000,000 -3,115,920
2,458,278   1,999,998 458,280
1,134,215   4,914,600 -3,780,385
803,051     803,051
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       446,782
b       15,618
c       598,023
d       1,426,467
e       171,468
      78,567
      423,691
      -153,170
      30
      -272
      35,580,109
      -24,524
      -3,115,920
      458,280
      -3,780,385
      803,051
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 32,927,815
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
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 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 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........................... 3 418,720
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- ..... 5 418,720
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 280,597
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 250,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 530,597
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3,870
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 10 108,007
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet108,007 RefundedBullet 11 0
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 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)
    Yes
     
    (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
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    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
    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 (2021)
    Form 990-PF (2021)
    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
    PARTNERS ASSET MANAGEMENT LLC OTHER PROFESSIONAL FEES 1,456,990
    401 E JACKSON STREET SUITE 2525
    TAMPA,FL33602
    OAKPOINT ADVISORS OTHER PROFESSIONAL FEES 503,629
    100 ASHLEY DRIVE S SUITE 1130
    TAMPA,FL33602
    DELOITTE TAX LLP TAX SERVICES 97,835
    PO BOX 844736
    DALLAS,TX752844736
    DELAWARE FREEPORT LLC RENT FOR STORAGE SPACE 43,492
    111 ALAN DRIVE
    NEWARK,DE19711
    LIZ DIMMITT LLC CONTRACT SERVICES 37,400
    25485 US HWY 19 N
    CLEARWATER,FL33673
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 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 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. 93,490
    3   0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    71,443,476
    b
    Average of monthly cash balances.......................
    1b
    50,907,494
    c
    Fair market value of all other assets (see instructions)................
    1c
    57,342,474
    d
    Total (add lines 1a, b, and c).........................
    1d
    179,693,444
    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
    179,693,444
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,695,402
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    176,998,042
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,849,902
    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
    8,849,902
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    418,720
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    418,720
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,431,182
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,500,000
    5
    Add lines 3 and 4............................
    5
    10,931,182
    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 XII, line 1 ...
    7
    10,931,182
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,931,182
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 2,003,621
    c From 2018...... 1,442,921
    d From 2019...... 7,914,148
    e From 2020...... 3,819,746
    f Total of lines 3a through e ........ 15,180,436
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 10,414,307
    a Applied to 2020, 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 2021 distributable amount..... 10,414,307
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 516,875 516,875
    (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 14,663,561
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		14,663,561
    10 Analysis of line 9:
    a Excess from 2017.... 1,486,746
    b Excess from 2018.... 1,442,921
    c Excess from 2019.... 7,914,148
    d Excess from 2020.... 3,819,746
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 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).)
    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 (2021)
    Form 990-PF (2021)
    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
    A HOPE TO DREAM INC
    1670 E 8TH AVE
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 50,000
    A KID'S PLACE OF TAMPA BAY
    1715 LITHIA PINECREST ROAD
    BRANDON,FL33511     		N/A PC GENERAL SUPPORT 40,000
    A KID'S PLACE OF TAMPA BAY
    1715 LITHIA PINECREST ROAD
    BRANDON,FL33511     		N/A PC GENERAL SUPPORT 50,000
    ABILITIES INC OF FLORIDA
    2735 WHITNEY ROAD
    CLEARWATER,FL33760     		N/A PC GENERAL SUPPORT 50,000
    ACADEMY PREP CENTER OF ST PETERSBURG
    2301 22ND AVENUE SOUTH
    ST PETERSBURG,FL33712     		N/A PC GENERAL SUPPORT 15,000
    ACADEMY PREP FOUNDATION INC
    1021 LAKELAND HILL BLVD
    LAKELAND,FL33544     		N/A PC GENERAL SUPPORT 50,000
    AMERICAN HEART ASSOC
    ATTN AMANDA PALUMBO
    ST PETERSBURG,FL33716     		N/A PC GENERAL SUPPORT 25,000
    AMERICAN HEART ASSOCIATION
    GREATER SOUTHEAST AFFILIATE-ACCTS
    REC
    DES MOINES,IA503402900     		N/A PC GENERAL SUPPORT 50,000
    AMERICAN HEART ASSOCIATION
    GREATER SOUTHEAST AFFILIATE-ACCTS
    REC
    DES MOINES,IA503402900     		N/A PC GENERAL SUPPORT 5,000
    AMERICAN RED CROSS
    3310 W MAIN STREET
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 10,000
    ARTS CONSERVATORY FOR TEENS
    260 1 STREET S
    ST PETERSBURG,FL33705     		N/A PC GENERAL SUPPORT 25,000
    BESS THE BOOK BUS INC
    2316 E 3RD AVE
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 12,000
    BETH DILLINGER FOUNDATION INC
    7842 COUNTRY CLUB RD NO
    ST PETERSBURG,FL33710     		N/A PC GENERAL SUPPORT 10,000
    BIG BROTHERS BIG SISTERS OF AMERICA
    2502 N ROCKY POINT DRIVE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 25,000
    BIG BROTHERS BIG SISTERS OF AMERICA
    2502 N ROCKY POINT DRIVE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 10,000
    BIG BROTHERS BIG SISTERS OF TAMPA BAY INC
    918 WEST BAY DRIVE
    LARGO,FL33770     		N/A PC GENERAL SUPPORT 25,000
    BOYS & GIRLS CLUBS OF THE SUNCOAST INC
    4625 EAST BAY DRIVE
    CLEARWATER,FL33764     		N/A PC GENERAL SUPPORT 25,000
    BOYS & GIRLS CLUBS TAMPA
    1307 N MACDILL AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 15,000
    BOYS & GIRLS CLUBS TAMPA
    1307 N MACDILL AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 25,000
    BOYS & GIRLS CLUBS TAMPA
    1307 N MACDILL AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 100,000
    BOYS & GIRLS CLUBS TAMPA
    1307 N MACDILL AVENUE
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 50,000
    BRAIN EXPANSIONS SCHOLASTIC TRAINING
    10006 CROSS CREEK BLVD
    TAMPA,FL33647     		N/A PC GENERAL SUPPORT 50,000
    BRIAN BILL FOUNDATION INC
    PO BOX 76208
    ST PETERSBURG,FL33734     		N/A PC GENERAL SUPPORT 2,500
    BRIGHAM AND WOMEN'S HOSPITAL
    DEVELOPMENT OFFICE
    BOSTON,MA02116     		N/A PC GENERAL SUPPORT 500,000
    CHAMPIONS FOR CHILDREN INC
    3108 WEST AZEELE STREET
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 50,000
    CHATHAM ATHLETIC ASSOC
    PO BOX 428
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 5,000
    CHATHAM POLICE ASSOCIATION INC
    249 GEORGE RYDER ROAD
    CHATHAM,MA02633     		N/A 501(C)(4) GENERAL SUPPORT 500
    CHILDREN'S DREAM FUND
    720 SOUTH ORANGE AVENUE
    SARASOTA,FL34236     		N/A PC GENERAL SUPPORT 4,000
    COMMUNITY FOUNDATION OF TAMPA
    COMMUNITY FOUNDATION OF TAMPA BAY
    INC
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 25,000
    COMPUTER MENTORS GROUP INC
    2802 DR MARTIN LUTHER KING BLVD
    SUITE F
    TAMPA,FL33610     		N/A PC GENERAL SUPPORT 25,000
    DANA-FARBER CANCER INSTITUTE
    DIRECTOR OF THE JIMMY FUND
    BROOKLINE,MA02445     		N/A PC GENERAL SUPPORT 25,000
    DISTRICT SCHOOL BOARD OF PASCO COUNTY
    7227 LAND O LAKES BLVD
    LAND O LAKES,FL346382826     		N/A GOV GENERAL SUPPORT 5,000
    DIVERSITY ACTION COALITION INC
    5215 SOUTH JULES VERNE COURT
    TAMPA,FL33611     		N/A PF GENERAL SUPPORT 5,000
    DR C G WOODSON AFRICAN AMERICAN MUSEUM
    MUSEUM
    ST PETERSBURG,FL33712     		N/A PC GENERAL SUPPORT 5,000
    DRESS FOR SUCCESS TAMPA BAY INC
    PO BOX 4412
    TAMPA,FL33677     		N/A PC GENERAL SUPPORT 2,500
    DRESS FOR SUCCESS TAMPA BAY INC
    PO BOX 4412
    TAMPA,FL33677     		N/A PC GENERAL SUPPORT 10,000
    DUKE UNIVERSITY
    OFFICE OF UNIVERSITY DEVELOPMENT
    DURHAM,NC27708     		N/A PC GENERAL SUPPORT 30,000
    DUKE UNIVERSITY
    OFFICE OF UNIVERSITY DEVELOPMENT
    DURHAM,NC27708     		N/A PC GENERAL SUPPORT 400,000
    DUKE UNIVERSITY
    OFFICE OF UNIVERSITY DEVELOPMENT
    DURHAM,NC27708     		N/A PC GENERAL SUPPORT 58,085
    ELDREDGE PUBLIC LIBRARY
    564 MAIN STREET
    CHATHAM,MA02633     		N/A PC GENERAL SUPPORT 5,000
    EQUALITY FLORIDA INSTITUTE INC
    PO BOX 13184
    ST PETERSBURG,FL337333184     		N/A PC GENERAL SUPPORT 10,000
    FAMILY CENTER ON DEAFNESS
    12445 62ND STREET N 303
    LARGO,FL33773     		N/A PC GENERAL SUPPORT 50,000
    FEEDING AMERICA TAMPA BAY INC
    4702 TRANSPORT DRIVE BUILDING 6
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 50,000
    FEEDING AMERICA TAMPA BAY INC
    4702 TRANSPORT DRIVE BUILDING 6
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 5,000
    FEEDING AMERICA TAMPA BAY INC
    4702 TRANSPORT DRIVE BUILDING 6
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 50,000
    FLORIDA AQUARIUM (THE)
    701 CHANNELSIDE DR
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    FLORIDA AQUARIUM (THE)
    701 CHANNELSIDE DR
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    FLORIDA COUNCIL ON ECONOMIC EDUCATION
    501 S DAKOTA AVE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 10,000
    FLORIDA COUNCIL ON ECONOMIC EDUCATION
    501 S DAKOTA AVE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 5,000
    FLORIDA MUSEUM OF PHOTOGRAPHIC ARTS
    400 N ASHLEY DRIVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    FOUNDATION FOR COMMUNITY DRIVEN INNOVATIO
    INNOVATION INC
    ODESSA,FL33556     		N/A PC GENERAL SUPPORT 10,000
    FRAMEWORKS OF TAMPA BAY INC
    402 EAST OAK AVENUE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    FRIENDS OF JOSHUA HOUSE FOUNDATION INC
    PO BOX 26333
    TAMPA,FL33623     		N/A PC GENERAL SUPPORT 40,000
    GAMMA THETA OMEGA INCORPORATED
    412 E 7TH AVENUE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    GASPARILLA FESTIVAL OF THE ARTS INC
    PO BOX 10591
    TAMPA,FL33679     		N/A PC GENERAL SUPPORT 5,000
    GASPARILLA FESTIVAL OF THE ARTS INC
    PO BOX 10591
    TAMPA,FL33679     		N/A PC GENERAL SUPPORT 15,000
    GATHERING OF WOMEN
    600 31ST STREET SOUTH
    ST PETERSBURG,FL33712     		N/A PC GENERAL SUPPORT 10,000
    GENTLEMEN'S QUEST OF TAMPA INC
    4028 WARWICK HILLS DRIVE
    WESLEY CHAPEL,FL33543     		N/A PC GENERAL SUPPORT 25,000
    GIGI'S PLAYHOUSE INC
    3611 W HILLSBOROUGH AVE
    TAMPA,FL33614     		N/A PC GENERAL SUPPORT 10,000
    GLAZER CHILDREN'S MUSEUM
    110 W GASPARILLA PLAZA
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    GREATER TAMPA CHAMBER OF COMMERCE
    FOUNDATION INC
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    GULF COAST JEWISH FAMILY AND COMMUNITY
    SERVICES INC
    CLEARWATER,FL33760     		N/A PC GENERAL SUPPORT 50,000
    GULFSIDE HEALTHCARE SERVICES INC
    2061 COLLIER PARKWAY
    LAND O LAKES,FL34639     		N/A SO I GENERAL SUPPORT 50,000
    HARVARD BUSINESS SCHOOL
    PO BOX 412275
    BOSTON,MA022412275     		N/A PC GENERAL SUPPORT 50,000
    HEART GALLERY OF TAMPA INC
    5463 W WATERS AVE
    TAMPA,FL33634     		N/A PC GENERAL SUPPORT 50,000
    HILLSBOROUGH COUNTY ANTI-DRUG
    4612 NORTH 56TH STREET
    TAMPA,FL33610     		N/A PC GENERAL SUPPORT 50,000
    HOMELESS EMERGENCY PROJECT INC
    1120 N BETTY LANE
    CLEARWATER,FL33755     		N/A PC GENERAL SUPPORT 10,000
    HUDDLE IN THE HARBOR INC
    690 MAIN STREET
    SAFETY HARBOR,FL34695     		N/A PC GENERAL SUPPORT 5,000
    IDEA PUBLIC SCHOOLS
    ATTN WYATT TRUSCHEIT
    WESLACO,TX785960054     		N/A PC GENERAL SUPPORT 1,000,000
    INSTRUMENTS 4 LIFE INC
    1217 MAGDALENE HILL DRIVE
    TAMPA,FL33613     		N/A PC GENERAL SUPPORT 7,000
    JACKSON IN ACTION 83 FOUNDATION INC
    3225 S MACDILL AVE
    TAMPA,FL33629     		N/A PC GENERAL SUPPORT 100,000
    JAMES A HALEY VETERANS HOSPITAL
    PO BOX 140773
    ORLANDO,FL32814     		N/A GOV GENERAL SUPPORT 50,000
    JAVAMO ART FOR AUTISM FOUNDATION
    D/B/A AUTISM SHIFTS
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 10,000
    JDRF INTERNATIONAL
    ATTN MICHAEL MAYBERRY
    CHICAGO,IL60601     		N/A PC GENERAL SUPPORT 100,000
    JOHNS HOPKINS ALL CHILDREN'S HOSPITAL INC
    500 SEVENTH AVENUE SOUTH
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 10,000
    JUMBY BAY FUND INC
    ATTN ZADIE PINKNEY
    PITTSBURGH,PA15222     		N/A PC GENERAL SUPPORT 5,000
    KEEP TAMPA BAY BEAUTIFUL INC
    730 WEST EMMA STREET
    TAMPA,FL33603     		N/A PC GENERAL SUPPORT 40,000
    LIFEPATH HOSPICE INC
    12470 TELECOM DRIVE
    TEMPLE TERRACE,FL33637     		N/A PC GENERAL SUPPORT 10,000
    LIGHTHOUSE OF PINELLAS INC
    6925 112TH CIRCLE NORTH
    LARGO,FL33773     		N/A PC GENERAL SUPPORT 50,000
    MACDILL CHIEFS GROUP INC
    8208 HANGAR LOOP DRIVE STE 1
    MACDILL AFB,FL33621     		N/A PC GENERAL SUPPORT 5,000
    MACDONALD TRAINING CENTER INC
    5420 W CYPRESS STREET
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 10,000
    MANIFESTATIONS WORLDWIDE INC
    3102 E LAKE AVE
    TAMPA,FL33610     		N/A PC GENERAL SUPPORT 25,000
    MEADOWBROOK SCHOOL
    DEVELOPMENT OFFICE
    WESTON,MA024932493     		N/A PC GENERAL SUPPORT 50,000
    MET MIN
    ATTN MOLLY JAMES
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    MET MIN
    ATTN MOLLY JAMES
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    MET MIN
    ATTN MOLLY JAMES
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    METROPOLITAN CHARITIES INC
    3251 3RD AVE NORTH
    ST PETERSBURG,FL33713     		N/A PC GENERAL SUPPORT 100,000
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DR
    TAMPA,FL33612     		N/A PC GENERAL SUPPORT 100,000
    MOSI
    4801 E FOWLER AVENUE
    TAMPA,FL33617     		N/A PC GENERAL SUPPORT 25,000
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236     		N/A PC GENERAL SUPPORT 50,000
    MULLER MAGNET PTA
    13615 N 22ND ST
    TAMPA,FL33613     		N/A PC GENERAL SUPPORT 1,400
    MUSEUM OF FINE ARTS
    255 BEACH DRIVE NE
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 50,000
    MUSEUM OF FINE ARTS
    255 BEACH DRIVE NE
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 25,000
    MUSEUM OF FINE ARTS BOSTON
    AVENUE OF THE ARTS
    BOSTON,MA02115     		N/A PC GENERAL SUPPORT 50,000
    NEW HORIZONS SERVICE DOGS INC
    1590 LAUREL PARK COURT
    ORANGE CITY,FL32763     		N/A PC GENERAL SUPPORT 15,000
    NEW TAMPA PLAYERS INC
    18210 SALTWATER RUN PLACE
    TAMPA,FL33647     		N/A PC GENERAL SUPPORT 10,000
    OLDSMAR CARES INC
    149 STATE ROAD 580 WEST
    OLDSMAR,FL34677     		N/A PC GENERAL SUPPORT 30,000
    PALMA CEIA PRESBYTERIAN CHURCH OF TAMPA
    3501 W SAN JOSE STREET
    TAMPA,FL33629     		N/A 501(C)(3) GENERAL SUPPORT 10,000
    PALMA CEIA PRESBYTERIAN CHURCH OF TAMPA
    3501 W SAN JOSE STREET
    TAMPA,FL33629     		N/A 501(C)(3) GENERAL SUPPORT 25,000
    PAN-MASSACHUSETTS CHALLENGE
    15 TOLMAN STREET
    NEEDHAM,MA02492     		N/A PC GENERAL SUPPORT 2,000
    PAN-MASSACHUSETTS CHALLENGE
    15 TOLMAN STREET
    NEEDHAM,MA02492     		N/A PC GENERAL SUPPORT 500
    PEPIN ACADEMIES FOUNDATION INC
    9304 CAMDEM FIELD PARKWAY
    RIVERVIEW,FL33578     		N/A SO I GENERAL SUPPORT 4,000
    PINELLAS EDUCATION FOUNDATION INC
    12090 STARKEY RD
    LARGO,FL33773     		N/A PC GENERAL SUPPORT 50,000
    PLACEMENTWORKS II
    4422 CENTRAL AVE
    ST PETERSBURG,FL33711     		N/A PC GENERAL SUPPORT 50,000
    POSITIVE COACHING ALLIANCE
    1001 N RENGSTORFF AVE 100
    MOUNTAIN VIEW,CA94043     		N/A PC GENERAL SUPPORT 25,000
    QUANTUM LEAP FARM
    10401 WOODSTOCK ROAD
    ODESSA,FL335565017     		N/A PC GENERAL SUPPORT 50,000
    REACHUP INC
    2902 N ARMENIA AVE 100
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 50,000
    RIGHT TO PLAY USA
    26 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		N/A PC GENERAL SUPPORT 50,000
    RISE TAMPA OUR POLICE FOUNDATION
    411 N FRANKLIN STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTON ROAD
    BRONX,NY10471     		N/A PC GENERAL SUPPORT 30,000
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTON ROAD
    BRONX,NY10471     		N/A PC GENERAL SUPPORT 30,000
    RYAN CALLAHAN FOUNDATION
    65-C MONROE AVENUE
    PITTSFORD,NY14534     		N/A PC GENERAL SUPPORT 100,000
    RYAN NECE FOUNDATION INC
    200 N PIERCE STREET 300
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    RYAN NECE FOUNDATION INC
    200 N PIERCE STREET 300
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    SAFETY HARBOR NEIGHBORHOOD FAMILY CENTER
    1003 MARTIN LUTHER KING JR ST N
    SAFETY HARBOR,FL34695     		N/A PC GENERAL SUPPORT 5,000
    SALVADOR DALI MUSEUM INC
    ONE DALI BLVD
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 10,000
    SAVING OUR SENIORS INC
    1400 GANDY BLVD 1514
    ST PETERSBURG,FL33702     		N/A PC GENERAL SUPPORT 35,000
    SEMINOLE HEIGHTS UNITED METHODIST CHURCH
    6111 N CENTRAL AVE
    TAMPA,FL33604     		N/A 501(C)(3) GENERAL SUPPORT 5,000
    SENIORS IN SERVICE OF TAMPA BAY INC
    1306 W SLIGH AVE
    TAMPA,FL33604     		N/A PC GENERAL SUPPORT 8,000
    SENIORS IN SERVICE OF TAMPA BAY INC
    1306 W SLIGH AVE
    TAMPA,FL33604     		N/A PC GENERAL SUPPORT 15,000
    SHIELD OF FAITH MISSIONS
    11928 SHELDON RD
    TAMPA,FL33626     		N/A PC GENERAL SUPPORT 50,000
    SOCIETY OF ST VINCENT DE PAUL S PINELLAS
    PINELLAS INC
    ST PETERSBURG,FL33705     		N/A PC GENERAL SUPPORT 10,000
    SOLITA'S HOUSE INC
    3101 EAST 7TH AVE
    TAMPA,FL33605     		N/A PC GENERAL SUPPORT 50,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    1501 W CLEVELAND ST
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 25,000
    ST PETERSBUG ARTS ALLIANCE
    100 2ND AVE N 150
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 5,000
    ST PETERSBURG FREE CLINIC
    863 3RD AVENUE NORTH
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 5,000
    STAGE WORKS INC
    1120 E KENNEDY BLVD 151
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    STAGE WORKS INC
    1120 E KENNEDY BLVD 151
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    START RIGHT NOW INC
    1120 E KENNEDY BLVD 151
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    SUNSYSTEM DEVELOPMENT CORPORATION
    ADVENTHEALTH FOUNDATION WEST
    FLORIDA
    TAMPA,FL33637     		N/A PC GENERAL SUPPORT 10,000
    SUNSYSTEM DEVELOPMENT CORPORATION
    ADVENTHEALTH FOUNDATION WEST
    FLORIDA
    TAMPA,FL33637     		N/A PC GENERAL SUPPORT 100,000
    SUPPORT THE TROOPS INC
    29807 STATE ROAD 54
    WESLEY CHAPEL,FL33545     		N/A PC GENERAL SUPPORT 25,000
    TAMPA ALUMNI GUIDE RIGHT FOUNDATION INC
    PO BOX 75076
    TAMPA,FL33675     		N/A PC GENERAL SUPPORT 25,000
    TAMPA BAY HISTORY CENTER INC
    801 OLD WATER STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 50,000
    TAMPA BAY HISTORY CENTER INC
    801 OLD WATER STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 315,201
    TAMPA BAY HISTORY CENTER INC
    801 OLD WATER STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TAMPA BAY HISTORY CENTER INC
    801 OLD WATER STREET
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 30,000
    TAMPA BAY INNOVATION HUB INC
    401 E JACKSON ST SUITE 2525
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 100,000
    TAMPA BAY PERFORMING ARTS CENTER FDN
    FOUNDATION INC
    TAMPA,FL336023720     		N/A SO I GENERAL SUPPORT 300,000
    TAMPA BAY PERFORMING ARTS CENTER INC
    1010 N WC MACINNES PLACE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 2,000
    TAMPA BAY PERFORMING ARTS CENTER INC
    1010 N WC MACINNES PLACE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    TAMPA BAY PERFORMING ARTS CENTER INC
    1010 N WC MACINNES PLACE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TAMPA BAY WAVE INC
    500 E KENNEDY BLVD
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TAMPA BAY-JOB-LINKS INC
    500 E KENNEDY BLVD
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 30,000
    TAMPA GENERAL HOSPITAL FOUNDATION
    1 TAMPA GENERAL CIRCLE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 100,000
    TAMPA GENERAL HOSPITAL FOUNDATION
    1 TAMPA GENERAL CIRCLE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 25,000
    TAMPA GENERAL HOSPITAL FOUNDATION
    1 TAMPA GENERAL CIRCLE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 100,000
    TAMPA HISPANIC HERITAGE INC
    PO BOX 21152
    TAMPA,FL33622     		N/A PC GENERAL SUPPORT 20,000
    TAMPA JCC & FEDERATION INC
    13009 COMMUNITY CAMPUS DRIVE
    TAMPA,FL33625     		N/A PC GENERAL SUPPORT 25,000
    TAMPA JCC & FEDERATION INC
    13009 COMMUNITY CAMPUS DRIVE
    TAMPA,FL33625     		N/A PC GENERAL SUPPORT 50,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 6,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 20,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 20,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 10,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 100,000
    TAMPA MUSEUM OF ART
    CORNELIA CORBETT CENTER
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 1,000,000
    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 25,000
    TAMPA YMCA
    110 E OAK AVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 15,000
    TAMPA YMCA
    110 E OAK AVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TAMPA YMCA
    110 E OAK AVE
    TAMPA,FL33602     		N/A PC GENERAL SUPPORT 25,000
    TEMPUS PROJECTS INC
    4636 NORTH FLORIDA AVE
    TAMPA,FL33603     		N/A PC GENERAL SUPPORT 10,000
    THE ALS ASSOCIATION FLORIDA CHAPTER INC
    3242 PARKSIDE CENTER CIRCLE
    TAMPA,FL33619     		N/A PC GENERAL SUPPORT 50,000
    THE CRISIS CENTER OF TAMPA BAY INC
    1 CRISIS CENTER PLAZA
    TAMPA,FL33613     		N/A PC GENERAL SUPPORT 4,000
    THE FLORIDA BAR FOUNDATION INC
    875 CONCOURSE PARKWAY SOUTH
    MAITLAND,FL32751     		N/A PC GENERAL SUPPORT 20,000
    THE FLORIDA HOLOCAUST MUSEUM
    55 5TH STREET S
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 5,000
    THE FLORIDA HOLOCAUST MUSEUM
    55 5TH STREET S
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 50,000
    THE INNER-CITY SCHOLARSHIP FUNDCATHOLIC
    INNER-CITY SCHOLARHIP FUND
    BOSTON,MA02110     		N/A PC GENERAL SUPPORT 50,000
    THE JUNIOR LEAGUE OF TAMPA
    87 COLUMBIA DRIVE
    TAMPA,FL33606     		N/A PC GENERAL SUPPORT 500
    THE SALVATION ARMY OF TAMPA
    1424 NORTHEAST EXPRESSWAY
    ATLANTA,GA30329     		N/A PC GENERAL SUPPORT 10,000
    THE SALVATION ARMY ST PETERSBURG
    BANKERS FINANCIAL CORP
    ST PETERSBURG,FL33716     		N/A PC GENERAL SUPPORT 2,000
    THE SKILLS CENTER INC
    5470 E BUSCH BLVD 132
    TAMPA,FL33617     		N/A PC GENERAL SUPPORT 100,000
    THE USA HOCKEY FOUNDATION
    WALTER L BUSH JR CENTER
    COLORADO SPRINGS,CO809064090     		N/A SO I GENERAL SUPPORT 10,000
    THINK BIG FOR KIDS INC
    1219 ROLLING WOODS LANE
    LAKELAND,FL33813     		N/A PC GENERAL SUPPORT 50,000
    TRIBE SEMINOLE HEIGHTS INC
    6111 N CENTRAL AVE 3RD FLOOR
    TAMPA,FL33604     		N/A PC GENERAL SUPPORT 30,000
    UNITED WAY SUNCOAST INC
    5201 W KENNEDY BLVD
    TAMPA,FL33609     		N/A PC GENERAL SUPPORT 25,000
    UNIVERSITY OF FLORIDA FOUNDATION INC
    1938 WEST UNIVERSITY
    GAINSVILLE,FL32603     		N/A PC GENERAL SUPPORT 1,000,000
    UNIVERSITY OF TAMPA
    401 W KENNEDY BLVD
    TAMPA,FL336061490     		N/A PC GENERAL SUPPORT 10,000
    USF FOUNDATION INC
    ATTN DONOR RELATIONS
    TAMPA,FL33620     		N/A PC GENERAL SUPPORT 50,000
    USF FOUNDATION INC
    ATTN DONOR RELATIONS
    TAMPA,FL33620     		N/A PC GENERAL SUPPORT 30,000
    USF FOUNDATION INC
    ATTN DONOR RELATIONS
    TAMPA,FL33620     		N/A PC GENERAL SUPPORT 160,000
    V FOUNDATION FOR CANCER RESEARCH (THE)
    14600 WESTON PARKWAY
    CARY,NC27513     		N/A PC GENERAL SUPPORT 100,000
    VINCENT HOUSE
    4801 78TH AVENUE NORTH
    PINELLAS PARK,FL33781     		N/A PC GENERAL SUPPORT 40,000
    WEDU-TV
    1300 NORTH BOULEVARD
    TAMPA,FL33607     		N/A PC GENERAL SUPPORT 10,000
    WHEELCHAIRS 4 KIDS INC
    1976 S PINELLAS AVE
    TARPON SPRINGS,FL34689     		N/A PC GENERAL SUPPORT 50,000
    WORCESTER ACADEMY
    81 PROVIDENCE ST
    WORCESTER,MA01604     		N/A PC GENERAL SUPPORT 30,000
    YE NOTORIOUS KREWE OF THE PEG LEG PIRATE
    PO BOX 1854
    RUSKIN,FL33575     		N/A PC GENERAL SUPPORT 5,000
    YMCA OF GREATER ST PETERSBURG INC
    600 1ST AVENUE NORTH 201
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 10,000
    YMCA OF GREATER ST PETERSBURG INC
    600 1ST AVENUE NORTH 201
    ST PETERSBURG,FL33701     		N/A PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 10,112,186
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 ...........     		    14 149,271  
    4 Dividends and interest from securities ....          
    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 30,599,654  
    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 31,098,732 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    31,098,732
    (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.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    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.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 97,835 29,351   68,485

    TY 2021 GeneralExplanationAttachment
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY: PLAYGROUND VENTURES AFFILIATES II LPADDRESS: 380 PORTAGE AVENUE, PALO ALTO, CA 94306EIN: 82-2506504EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: RISE CAPITAL OCEAN HOLDINGS LLCADDRESS: ONE MARKET PLAZA, SPEAR TOWER, STE 4025, SAN FRANCISCO, CA 94105EIN: 84-3055932EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: INVOPPS MT1A LPADDRESS: 126 E. 56TH ST, 20TH FL, NEW YORK, NY 10022EIN: 85-1410169EXCESS BUSINESS HOLDING: NO

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Name of Stock End of Year Book Value End of Year Fair Market Value
    KORNIT DIGITAL ORD 143,765 146,160
    CALIX NETWORKS ORD 399,429 460,627
    CLEARFIELD ORD 475,031 486,259
    ARISTA NETWORKS ORD 707,115 690,000
    CIENA ORD 915,801 911,325
    CROCS ORD 1,515,180 1,559,155
    MANCHESTER UNITED CL A ORD 1,953,524 1,824,870
    INTERPUBLIC GROUP OF COMPANIES ORD 2,340,659 2,336,880
    WPP ADR REP 5 ORD 2,355,412 2,415,182
    ISHARES 20+ YEAR TREASURY BO 7,119,079 7,113,120
    SETTLED CASH - USD 12,221,775 12,221,775

    TY 2021 InvestmentsOtherSchedule2
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    L SQUARED CAPITAL PARTNERS II LLC - SERIES GWS TOOL AT COST 0 39,855
    ADITUM BIO FUND 2 AT COST 60,000 40,167
    WHALE ROCK FLAGSHIP FUND CLASS A-1 AT COST 26,410 91,625
    FINBACK 2021 FUND AT COST 144,373 115,013
    CATALIO CREDIT OPP FUND AT COST 200,000 188,838
    FIFTH WALL VENTURES III AT COST 217,214 205,002
    GROTECH VENTURES IV LP AT COST 233,533 233,533
    CROSS SHORE FUND LTD CLASS GA AT COST 75,610 252,058
    VILLAGE GLOBAL II LP AT COST 250,069 292,081
    NEXT PLAY CAPITAL III AT COST 450,000 450,000
    CATALIO NEXUS FUND III AT COST 500,000 463,451
    CATALIO ACCESS FUND - DNA SCRIPT AT COST 507,500 496,617
    LUMINA ANALYTICS LLC AT COST 500,000 500,000
    RISE CAPITAL III LP AT COST 330,000 502,240
    7WIRE VENTURES FUND II LP AT COST 580,157 589,440
    500 GLOBAL-TALKDESK AT COST 600,000 600,000
    GHK FUND I AT COST 602,958 639,019
    FINALLY LIGHT BULB AT COST 1,312,499 656,250
    CAT ROCK B-1 AT COST 306,684 684,940
    7WIRE BIOTECH TRUVIAN AT COST 703,500 700,000
    POLYCHAIN VENTURES II LP AT COST 734,439 734,439
    SMASH VENTURES SPV LLC AT COST 0 832,467
    FINBACK AP LP AT COST 0 860,000
    ANZU AT COST 897,832 984,023
    RISE CAPITAL OCEAN HOLDINGS LLC AT COST 719,030 995,137
    MFG PARTNERS MELLOTT AT COST 1,000,000 1,000,000
    L SQUARED CAPITAL PARTNERS II LLC - SERIES UNITED SCOPE AT COST 778,675 1,040,400
    FIFTH WALL VENTURES RETAIL FUND, LP AT COST 815,069 1,049,809
    LINK VENTURES 2, LP AT COST 1,005,000 1,346,400
    PARADIGM FUND LP AT COST 500,000 1,433,556
    VESEY STREET CAPITAL PARTNERS HEALTHCARE FUND-A LP AT COST 813,644 1,451,541
    KAHO RPI AT COST 1,500,000 1,500,000
    INVOPPS PRESIDIO AT COST 1,568,409 1,500,000
    MAVERICK VENTURES ISRAEL II LP AT COST 1,267,025 1,581,247
    L SQUARED CAPITAL PARTNERS II LLC - SERIES SPACE ELECTRONICS AT COST 827,863 1,624,007
    G2 INVEST PARTNERS OFFSHORE AT COST 1,000,000 1,735,550
    COATUE OFFSHORE FUND AT COST 1,000,000 1,917,584
    RTW INNOVATION OFFSHORE AT COST 750,000 2,007,710
    RTW FLAGSHIP OFFSHORE AT COST 750,000 2,010,631
    SWEETWATER AT COST 1,023,807 2,088,566
    L SQUARED CAPITAL PARTNERS II LLC - SERIES ORACLE AT COST 990,520 2,293,377
    ESG HOLDCO II LLC AT COST 2,020,000 2,525,000
    7WIRE VENTURES FUND LP AT COST 2,160,777 2,527,956
    SPORTS TECH AT COST 1,546,154 2,622,278
    NEXT PLAY CAPITAL II Q LP AT COST 1,700,000 2,711,500
    G2 LONG ONLY FUND OFFSHORE AT COST 1,500,000 3,082,835
    ELECTROCORE, INC. AT COST 2,900,000 3,132,000
    FIFTH WALL VENTURES II AT COST 2,324,935 3,254,909
    INVOPPS FT1A LLC AT COST 3,084,790 3,351,000
    ADITUM BIO FUND 1, LP AT COST 1,575,000 3,376,800
    OAKTREE VALUE EQUITY FUND AT COST 1,853,913 3,851,222
    SHAOLIN CAPITAL PARTNERS AT COST 4,000,000 4,151,991
    DISCORD AT COST 990,000 4,482,720
    PLAYGROUND VENTURES AFFILIATES II LP AT COST 2,000,000 5,024,000
    LONGFORD CAPITAL FUND II, LP AT COST 6,090,125 8,038,965
    SILK THERAPEUTICS AT COST 5,246,855 11,752,955
    DELOS LIVING, LLC AT COST 15,000,000 15,000,000

    TY 2021 LegalFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES - LEGAL 1,059 0   1,059


    TY 2021 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 750,000 750,000 750,000
    SUMMIT RANCH, INC PROGRAM RELATED INVESTMENT 2,500,000    


    TY 2021 OtherDecreasesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Amount
    PRIOR PERIOD ADJUSTMENT 1,362,220


    TY 2021 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 236 0   236
    DEDUCTIONS FROM SCHEDULE K-1'S 0 3,570,073   0
    DIVIDEND EXPENSE 219,356 219,356   0
    DIRECT CHARITABLE ACTIVITIES 136,983 0   136,983


    TY 2021 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 1,686,094 0
    SUBPART F INCOME 0 817,733 0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITIES IN SHORT POSITION 4,531,705 7,711,300


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES - PROFESSIONAL ASSET MANAGEMENT 1,456,990 1,456,990   0
    OTHER PROFESSIONAL FEES - OAKPOINT MANAGEMENT 520,276 520,276   0
    OTHER PROFESSIONAL FEES - CONTRACT SERVICES 8,800 0   8,800


    TY 2021 TaxesSchedule
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 685,512 0   0


    TY 2021 TransfersToControlledEntities
    Name:
    VINIK FAMILY FOUNDATION
    EIN:
    91-1917506
    Name US /
    Foreign Address    		 EIN Description Amount
    INVOPPS MT1A LP 126 E 56TH STREET 20TH FLOOR
    NEW YORK,NY10022     		85-1410169 CAPITAL CONTRIBUTION 1,568,409
    Total     1,568,409