Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$175,549,927J 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 right arrow.............
3 Interest on savings and temporary cash investments 892,449 892,449  
4 Dividends and interest from securities... 1,095,577 1,345,750  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,030,967
b Gross sales price for all assets on line 6a 40,262,359
7 Capital gain net income (from Part IV, line 2)... 34,081,380
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
List of Attached Documents:
// Content
305,875 934,728  
12 Total. Add lines 1 through 11........ 29,324,868 37,254,307  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
47,893 2,379   45,514
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109,091 72,727   36,364
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,789,209 1,596,418   129,547
17 Interest............... 454,379 391,198   0
18 Taxes (attach schedule) (see instructions)...        
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
List of Attached Documents:
// Content
17,922,135 576,934   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,322,707 2,639,656   211,425
25 Contributions, gifts, grants paid....... 12,185,460 12,185,460
26 Total expenses and disbursements. Add lines 24 and 25 32,508,167 2,639,656   12,396,885
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,183,299
b Net investment income (if negative, enter -0-) 34,614,651
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1    
2 Savings and temporary cash investments......... 13,939,605 49,584,426 49,584,426
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   37,846    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 107,813,145 0 0
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 122,028,089 Click to see attachment
List of Attached Documents:
// Content
120,325,467 		112,565,501
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,400,000 		Click to see attachment
List of Attached Documents:
// Content
13,400,000 		Click to see attachment
List of Attached Documents:
// Content
13,400,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 257,218,686 183,309,893 175,549,927
Liabilities 17 Accounts payable and accrued expenses.......... 221,555  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 4,553 30,389
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
70,529,775 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 70,755,883 30,389
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,321,821 3,321,821
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 183,140,982 179,957,683
29 Total net assets or fund balances (see instructions)..... 186,462,803 183,279,504
30 Total liabilities and net assets/fund balances (see instructions). 257,218,686 183,309,893
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
186,462,803
2
Enter amount from Part I, line 27a .....................
2
-3,183,299
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
183,279,504
5
Decreases not included in line 2 (itemize) right arrow
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
183,279,504
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS FROM SCHEDULE K-1'S P    
b PUBLICLY TRADED SECURITIES P    
c COATUE OFFSHORE FUND LTD P    
d G2 INVESTMENT PARTNERS OFFSHORE LTD P    
e G2 LONG ONLY FUND OFFSHORE LTD P    
OAKTREE VALUE EQUITY FUND LP P    
RTW OFFSHORE FUND ONE LTD P    
RTW INNOVATION OFFSHORE LTD P    
CEDAR FAIR LP P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,113,310     14,113,310
b 14,464,302     14,464,302
c 1,808,055   930,000 878,055
d 1,454,007   361,780 1,092,227
e 1,186,613   36,766 1,149,847
1,625,458   293,983 1,331,475
449,846   2 449,844
438,926   3,939 434,987
4,721,842   4,554,509 167,333
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       14,113,310
b       14,464,302
c       878,055
d       1,092,227
e       1,149,847
      1,331,475
      449,844
      434,987
      167,333
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 34,081,380
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 481,144
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........................... 3 481,144
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- ..... 5 481,144
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 178,412
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 355,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 533,412
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 52,268
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow52,268 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see attachment
List of Attached Documents:
// Content
.............
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 addressright arrowN/A
14
The books are in care ofright arrowJEFFREY N VINIK Telephone no.right arrow (813) 229-0420

Located atright arrow401 E JACKSON ST SUITE 2525TAMPAFL ZIP+4right arrow33602
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
PARTNERS ASSET MANAGEMENT LLC OTHER PROFESSIONAL FEES 1,789,209
401 E JACKSON ST SUITE 2525
TAMPA,FL33602
DELOITTE TAX LLP ACCOUNTING AND TAX SERVICES 109,091
201 N FRANKLIN ST SUITE 3600
TAMPA,FL33602
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
43,314,617
b
Average of monthly cash balances.......................
1b
18,787,554
c
Fair market value of all other assets (see instructions)................
1c
86,379,047
d
Total (add lines 1a, b, and c).........................
1d
148,481,218
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
148,481,218
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,227,218
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
146,254,000
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,312,700
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
7,312,700
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
481,144
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
328,021
c
Add lines 2a and 2b............................
2c
809,165
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,503,535
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,503,535
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
6,503,535
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
12,396,885
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
12,396,885
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,503,535
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 7,914,148
b From 2020...... 3,819,746
c From 2021......  
d From 2022...... 18,111,774
e From 2023...... 3,099,642
f Total of lines 3a through e ........ 32,945,310
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 12,396,885
a Applied to 2023, 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 2024 distributable amount..... 6,503,535
e Remaining amount distributed out of corpus 5,893,350
5 Excess distributions carryover applied to 2024. 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 38,838,660
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		7,914,148
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		30,924,512
10 Analysis of line 9:
a Excess from 2020.... 3,819,746
b Excess from 2021....  
c Excess from 2022.... 18,111,774
d Excess from 2023.... 3,099,642
e Excess from 2024.... 5,893,350
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMY PREP CENTER OF TAMPA INC

1407 E COLUMBUS DR
TAMPA,FL33605 		  PC GENERAL SUPPORT 50,000

ADVENTHEALTH FOUNDATION INC

14055 RIVEREDGE DRIVE SUITE 250
TAMPA,FL33637 		  PC GENERAL SUPPORT 100,000

ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE
CHICAGO,IL60601 		  PC GENERAL SUPPORT 54,000

AMERICAN CANCER SOCIETY INC

250 WILLIAMS STREET NW 4TH FLOOR
ATLANTA,GA30303 		  PC GENERAL SUPPORT 12,500

AMERICAN HEART ASSOCIATION

POBOX 5027
BOONE,IA50950 		  PC GENERAL SUPPORT 80,000

BIG BROTHERS BIG SISTERS OF AMERICA

2502 NORTH ROCKY POINT DRIVE
TAMPA,FL33607 		  PC GENERAL SUPPORT 10,000

BLUE STAR FAMILIES INC

441 SACONY THE HIVE
ENCINITAS,CA92024 		  PC GENERAL SUPPORT 50,000

BOSTON FOUNDATION INC

75 ARLINGTON ST
BOSTON,MA02116 		  PC GENERAL SUPPORT 10,000

BOYS & GIRLS CLUBS OF TAMPA BAY INC

1307 N MACDILL AVENUE
TAMPA,FL33607 		  PC GENERAL SUPPORT 50,000

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTON,MD217415021 		  PC GENERAL SUPPORT 125,000

BRIAN BILL FOUNDATION INC

PO BOX 76208
ST PETERSBURG,FL33734 		  PC GENERAL SUPPORT 5,000

BRIGHAM & WOMEN'S HOSPITAL

116 HUNTINGTON AVE 5TH FLOOR
BOSTON,MA02116 		  PC GENERAL SUPPORT 500,000

BULLARD FAMILY FOUNDATION INC

5308 VAN DYKE RD
LUTZ,FL33558 		  PC GENERAL SUPPORT 100,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH ST
BOSTON,MA02110 		  PC GENERAL SUPPORT 25,000

CHATHAM ATHLETIC ASSOCIATION

PO BOX 428
CHATHAM,MA02633 		  PC GENERAL SUPPORT 2,500

CHI CHI RODRIGUEZ YOUTH FOUNDATION INC

3030 N MCMULLEN BOOTH ROAD
CLEARWATER,FL33761 		  PC GENERAL SUPPORT 10,000

CHILDREN'S CANCER CENTER-CCC

4901 W CYPRESS STREET
TAMPA,FL33607 		  PC GENERAL SUPPORT 50,000

COMMUNITY FOUNDATION OF SARASOTA COUNTY

2635 FRUITVILLE RD
SARASOTA,FL34237 		  PC GENERAL SUPPORT 5,000

COMMUNITY FOUNDATION OF TAMPA

4300 W CYPRESS STREET SUITE 700
TAMPA,FL33607 		  PC GENERAL SUPPORT 25,000

COMMUNITY TAMPA BAY INC

622 1ST AVENUE SOUTH
ST PETERSBURG,FL33701 		  PC GENERAL SUPPORT 50,000

COPPERHEAD CHARITIES

36750 US HW 19 N
PALM HARBOR,FL34684 		  PC GENERAL SUPPORT 50,000

CP SELECT BASEBALL

15026 MEWADOWLAKE STREET
ODESSA,FL33556 		  PC GENERAL SUPPORT 20,000

DANA-FARBER CANCER INSTITUTE (JIMMY FUND)

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		  PC GENERAL SUPPORT 25,000

DEAF & HARD OF HEARING SERVICES OF FLORIDA INC

9130 RIDGE RD
NEW PORT RICHEY,FL34654 		  PC GENERAL SUPPORT 40,000

DUKE UNIVERSITY

BOX 90581
DURHAM,NC27708 		  PC GENERAL SUPPORT 99,638

ELDREDGE PUBLIC LIBRARY

564 MAIN STREET
CHATHAM,MA02633 		  PC GENERAL SUPPORT 6,037

ELEVATE TAMPA BAY INC

7853 GUNN HIGHWAY
TAMPA,FL33626 		  PC GENERAL SUPPORT 25,000

EMPOWERED TO CHANGE INC

6559 126TH AVE
LARGO,FL33773 		  PC GENERAL SUPPORT 15,000

ENTERPRISING LATINAS INC

PO BOX 1298
WIAUMA,FL33598 		  PC GENERAL SUPPORT 50,000

FEEDING TAMPA BAY INC

3624 CAUSEWAY BOULEVARD
TAMPA,FL33619 		  PC GENERAL SUPPORT 612,500

FLORIDA AQUARIUM (THE)

701 CHANNELSIDE DRIVE
TAMPA,FL33602 		  PC GENERAL SUPPORT 500,000

FLORIDA AUTISM CENTER OF EXCELLENCE INC

6310 E SLIGHT AVE
TAMPA,FL33617 		  PC GENERAL SUPPORT 50,000

FLORIDA HOLOCAUST MUSEUM

55 5TH STREET S
ST PETERSBURG,FL33701 		  PC GENERAL SUPPORT 50,000

FRESH START MINISTIRES & MENTORING INC

1160 PERSIMMON DR
PALM HARBOR,FL34683 		  PC GENERAL SUPPORT 35,000

FRIEDREICH'S ATAXIA RESEARCH ALLIANCE

533 WEST UWCHLAN AVENUE
DOWNINGTOWN,PA19335 		  PC GENERAL SUPPORT 10,000

GASPARILLA FESTIVAL OF THE ARTS INC

PO BOX 10591
TAMPA,FL33679 		  PC GENERAL SUPPORT 15,000

GLAZER CHILDREN'S MUSEUM

110 W GASPARILLA PLAZA
TAMPA,FL33602 		  PC GENERAL SUPPORT 10,000

HARVARD BUSINESS SCHOOL

PO BOX 412275
BOSTON,MA022412275 		  PC GENERAL SUPPORT 50,000

HISPANIC SERVICES COUNCIL INC

7825 N DALE MABRY HWY STE 102
TAMPA,FL33614 		  PC GENERAL SUPPORT 50,000

IAN'S WAY INC

7134 STATE RD 54
NEW PORT RICHEY,FL34653 		  PC GENERAL SUPPORT 3,000

KIPP SOCAL

1933 S BROADWAY STE 1144
LOS ANGELES,CA90007 		  PC GENERAL SUPPORT 50,000

LAMPLIGHTERS INC

PO BOX 18403
TAMPA,FL33679 		  PC GENERAL SUPPORT 40,000

LEARNING INDEPENDENCE FOR TOMORROW

13400 PARK BLVD
SEMINOLE,FL33776 		  PC GENERAL SUPPORT 50,000

LIBERTY AVIATION INTERNATIONAL RESCUE INC

169 NEWBURY PLACE
NAPLES,FL34104 		  PC GENERAL SUPPORT 50,000

MACDONALD TRAINING CENTER INC

5420 W CYPRESS STREET
TAMPA,FL33607 		  PC GENERAL SUPPORT 50,000

METROPOLITAN MINISTRIES INC

2301 N TAMPA ST TAMPA FL
TAMPA,FL33602 		  PC GENERAL SUPPORT 112,500

MOFFITT CANCER CENTER

4803 SIMS INLET ROAD
TAMPA,FL33617 		  PC GENERAL SUPPORT 100,000

MOSI

4801 EAST FOWLER AVENUE
TAMPA,FL33617 		  PC GENERAL SUPPORT 10,000

MR STRONG FOUNDATION

4711 COCONUT PALM CIRCLE NE
ST PETERSBURG,FL33702 		  PC GENERAL SUPPORT 18,000

MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVENUE
BOSTON,MA02115 		  PC GENERAL SUPPORT 663,000

NEW LIFE WAREHOUSE

400 ROBERTS RD
OLDSMAR,FL34677 		  PC GENERAL SUPPORT 50,000

PAN-MASS CHALLLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  PC GENERAL SUPPORT 1,027

PASCO ECONOMIC DEVELOPMENT COUNCIL INC

16506 POINTE VILLAGE DR STE 107
LUTZ,FL33558 		  PC GENERAL SUPPORT 4,500

PASCO KIDS FIRST INC

7344 LITTLE RD
NEW PORT RICHEY,FL34654 		  PC GENERAL SUPPORT 30,000

PINELLAS COUNTY EDUCATION FOUNDATION INC

12090 STARKEY ROAD
LARGO,FL33773 		  PC GENERAL SUPPORT 57,000

PINELLAS PUBLIC LIBRARY COOPERATIVE INC

1330 CLEVELAND STREET
CLEARWATER,FL33755 		  PC GENERAL SUPPORT 3,000

REDLANDS CHRISTIAN MIGRANT ASSOCIATION

402 W MAIN STREET
IMMOKALEE,FL34142 		  PC GENERAL SUPPORT 50,000

RIVERDALE COUNTRY SCHOOL INC

5250 FIELDSTON ROAD
BRONX,NY10471 		  PC GENERAL SUPPORT 30,000

ROTARY CLUB OF TAMPA FOUNDATION

806 E JACKSON ST
TAMPA,FL33602 		  PC GENERAL SUPPORT 20,000

SELAH FREEDOM INC

PO BOX 21415
SARASOTA,FL34276 		  PC GENERAL SUPPORT 50,000

SENIORS IN SERVICE OF TAMPA BAY INC

1306 WEST SLIGH AVENUE
TAMPA,FL33604 		  PC GENERAL SUPPORT 50,000

SIMON WIESENTHAL CENTER INC

1399 S ROXBURY DR
LOS ANGELES,CA90035 		  PC GENERAL SUPPORT 50,000

SOUNDING JOY INC

330 3RD STREET S
ST PETERSBURG,FL33701 		  PC GENERAL SUPPORT 30,000

ST PETERSBURG FREE CLINIC

863 3RD AVENUE NORTH
ST PETERSBURG,FL33701 		  PC GENERAL SUPPORT 50,000

STAGE WORKS INC

1120 E KENNEDY BLVD
TAMPA,FL33602 		  PC GENERAL SUPPORT 40,000

STARTING RIGHT NOW INC

1212 W CASS STREET
TAMPA,FL33606 		  PC GENERAL SUPPORT 50,000

SUNRISE OF PASCO INC

12724 SMITH ROAD
DADE CITY,FL33525 		  PC GENERAL SUPPORT 50,000

TAMPA BAY BUSINESS COALITION FOR THE ARTS

PO BOX 559
TAMPA,FL33601 		  PC GENERAL SUPPORT 25,000

TAMPA BAY HISTORY CENTER INC

801 OLD WATER STREET
TAMPA,FL33602 		  PC GENERAL SUPPORT 10,000

TAMPA BAY INNOVATION HUB INC

401 E JACKSON ST
TAMPA,FL33602 		  PC GENERAL SUPPORT 100,000

TAMPA BAY PERFORMING ARTS CENTER FDN

1010 NORTH WC MACINNES PLACE
TAMPA,FL336023720 		  PC GENERAL SUPPORT 300,000

TAMPA BAY THRIVES

PO BOX 18051
TAMPA,FL33679 		  PC GENERAL SUPPORT 50,000

TAMPA BAY WATCH INC

3000 PINELLAS BAYWAY SOUTH
TIERRA VERDE,FL33715 		  PC GENERAL SUPPORT 50,000

TAMPA GENERAL HOSPITAL FOUNDATION

1 TAMPA GENERAL CIRCLE
TAMPA,FL33606 		  PC GENERAL SUPPORT 100,000

TAMPA LIGHTHOUSE FOR THE BLIND INC

1106 W PLATT ST
TAMPA,FL33606 		  PC GENERAL SUPPORT 10,000

TAMPA MUSEUM OF ART

120 W GASPARILLA PLAZA
TAMPA,FL336029949 		  PC GENERAL SUPPORT 2,120,000

TAMPA PREPARATORY SCHOOL

727 WEST CASS ST
TAMPA,FL33606 		  PC GENERAL SUPPORT 25,000

TAMPA REALISTIC ARTISTS INC

705 W SWANN AVE
TAMPA,FL33606 		  PC GENERAL SUPPORT 6,000

THE ACTORS FUND OF AMERICA

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		  PC GENERAL SUPPORT 25,000

THE BROADWAY LEAGUE FOUNDATION

729 SEVENTH AVENUE 5TH FLOOR
NEW YORK,NY10019 		  PC GENERAL SUPPORT 3,000

THE CHILDREN'S HOME INC

10909 MEMORIAL HWY
TAMPA,FL33615 		  PC GENERAL SUPPORT 50,000

THE CHISELERS INC

PO BOX 18633
TAMPA,FL33679 		  PC GENERAL SUPPORT 2,500

THE MEADOWBROOK SCHOOL OF WESTON

10 FARM ROAD
WESTON,MA024932493 		  PC GENERAL SUPPORT 950,000

THE NO MORE FOUNDATION INC

16703 EARLY RISER AVE STE 231
LAND O LAKES,FL34638 		  PC GENERAL SUPPORT 50,000

THE POYNTER INSTITUTE FOR MEDIA STUDIES

801 THIRD STREET SOUTH
ST PETERSBURG,FL33701 		  PC GENERAL SUPPORT 25,000

THE RYAN CALLAHAN FOUNDATION

65-C MONROE AVENUE
PITTSFORD,NY14534 		  PC GENERAL SUPPORT 25,000

THE SALVATION ARMY OF TAMPA

1424 NORTHEAST EXPRESSWAY
ATLANTA,GA30329 		  PC GENERAL SUPPORT 100,000

THE SALVATION ARMY ST PETERSBURG

11101 ROOSEVELT BLVD NORTH
ST PETERSBURG,FL33716 		  PC GENERAL SUPPORT 2,000

THE UNITED METHODIST CHURCH OF PARRISH INC

12140 69TH STREET E
PARRISH,FL34219 		  PC GENERAL SUPPORT 50,000

TORCH RELAY FOR CHILDRENS MIRACLE NETWORK

700 SOUTH FLORIDA AVE
TAMPA,FL33602 		  PC GENERAL SUPPORT 258

UNITED WAY SUNCOAST INC

4925 INDEPENDENCE PARKWAY
TAMPA,FL33634 		  PC GENERAL SUPPORT 37,500

UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC

4202 EAST FOWLER AVENUE
TAMPA,FL33620 		  PC GENERAL SUPPORT 1,000,000

URBAN LEAGUE OF HILLSBOROUGH COUNTY INC

1250 RAY CHARLES BLVD
TAMPA,FL33602 		  PC GENERAL SUPPORT 20,000

USA HOCKEY INC

1775 BOB JOHNSON DR
COLORADO SPRINGS,CO80906 		  PC GENERAL SUPPORT 25,000

V FOUNDATION FOR CANCER RESEARCH (THE)

14600 WESTON PARKWAY
CARY,IN30308 		  PC GENERAL SUPPORT 1,000,000

VAN GOGH'S PALETTE INC

11145 DENTON AVE
HUDSON,FL34667 		  PC GENERAL SUPPORT 50,000

VOICES FOR CHILDREN OF TAMPA BAY INC

3314 HENDERSON BOULEVARD SUITE 207
TAMPA,FL33609 		  PC GENERAL SUPPORT 50,000

WEDU-TV

1300 NORTH BOULEVARD
TAMPA,FL33607 		  PC GENERAL SUPPORT 25,000

WHEELCHAIRS 4 KIDS INC

1200 S PINELLAS AVE
TARPON SPRINGS,FL34689 		  PC GENERAL SUPPORT 50,000

WILLIAM JAMES COLLEGE INC

ONE WELLS AVE
NEWTON,MA02459 		  PC GENERAL SUPPORT 500,000

WNET DEPOSITORY

825 EIGHTH AVE
NEW YORK,NY10019 		  PC GENERAL SUPPORT 500,000

WOMEN'S CONFERENCE OF FLORIDA INC

730 S STERLING AVENUE SUITE 105
TAMPA,FL33609 		  PC GENERAL SUPPORT 25,000

WORCESTER ACADEMY

81 PROVIDENCE ST
WORCESTER,MA01604 		  PC GENERAL SUPPORT 35,000
Total .................................right arrow 3a 12,185,460
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 892,449  
4 Dividends and interest from securities ....     14 1,095,577  
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 .....     14 305,875  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 27,030,967  
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 29,324,868 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
29,324,868
(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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 109,091 72,727   36,364

TY 2024 InvestmentsOtherSchedule2
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
500 GLOBAL SPV I LP FMV 600,000 226,025
7WIRE BIOTECHNOLOGY VENTURES LLC FMV 849,999 147,049
7WIRE VENTURES FUND II LP FMV 276,016 172,881
7WIRE VENTURES FUND LP FMV 0 400,635
ADITUM BIO FUND 1 LP FMV 0 1,859,045
ADITUM BIO FUND 2 LP FMV 899,615 444,232
ANDALUSIAN DIRECT PARTNERS I, LP FMV 1,620,823 974,055
ANDALUSIAN SPORTS ADVISORS, LP FMV 2,000,000 2,000,000
ANZU INDUSTRIAL CAPITAL PARTNERS II, LP FMV 1,497,832 687,887
ARLINGTON CAPITAL PARTNERS VI LP FMV 624,039 748,899
BARREL VENTURES II LP FMV 846,750 577,517
BLOCKCHAIN CAPITAL FUND IV LP FMV 0 3,529,253
CAT ROCK CAPITAL PARTNERS CAYMAN LTD FMV 0 1,860
CATALIO ACCESS FUND V LLC FMV 510,000 218,678
CATALIO CREDIT OPPORTUNITIES FUND I LP FMV 405,504 576,042
CATALIO NEXUS FUND III LP FMV 1,255,948 788,092
CATALIO NEXUS FUND IV LP FMV 112,000 91,969
CHARTER OAK CARBON FUND I LP FMV 0 999,988
COATUE OFFSHORE FUND LTD FMV 0 82,661
COMMONWEALTH EQUITY PARTNERS FUND I LP FMV 0 290,611
DELOS LIVING, LLC FMV 15,000,000 0
ESG HOLDCO II LLC FMV 1,010,000 1,088,780
EVOLVED BY NATURE INC FMV 5,246,855 141,823
FIFTH WALL EARLY-STATE VENTURES LP FMV 156,722 60,130
FIFTH WALL VENTURES II LP FMV 2,607,920 2,727,374
FIFTH WALL VENTURES III LP FMV 464,190 240,279
FIFTH WALL VENTURES RETAIL FUND LP FMV 962,669 366,882
FINBACK INVESTMENT PARTNERS 2021 FUND LP FMV 1,802,104 1,904,764
FINBACK INVESTMENT PARTNERS 2024 FUND LP FMV 13,268 15,198
FINBACK AP LP FMV 0 649,129
G2 INVESTMENT PARTNERS OFFSHORE LTD FMV 0 161,556
G2 LONG ONLY FUND OFFSHORE LTD FMV 0 1,399,910
GAUGE CAPITAL PARALLEL IV, LP FMV 101,718 70,153
GHK FUND I (PARALLEL) LP FMV 961,626 1,499,061
GHK FUND II (PARALLEL) LP FMV 299,466 209,439
GLILOT EARLY GROWTH FUND II LP FMV 56,500 52,948
GREENOAKS CAPITAL MS LP - AMUSEMENT MILE SERIES FMV 1,000,000 1,765,490
GROTECH VENTURES IV LP FMV 839,184 459,185
GROVE CARBON FUND I, LP FMV 10,090,743 9,652,828
H.I.G. MIDDLE MARKET LBO FUND IV LP FMV 72,867 25,174
INVESTCORP STRATEGIC CAPITAL PARTNERS A LP FMV 1,209,344 1,558,751
INVOPPS FT1A LLC FMV 3,164,444 791,111
INVOPPS MT1A LP FMV 2,606,806 1,005,102
L SQUARED CAPITAL PARTNERS II LLC - SERIES ORACLE FMV 0 21,604
L SQUARED CAPITAL PARTNERS II LLC - SERIES RAPTOR SCIENTIFIC FMV 0 12,359
L SQUARED CAPITAL PARTNERS II LLC - SERIES UNITED SCOPE FMV 931,915 692,779
L SQUARED CAPITAL PARTNERS II LLC RESIDUALS (NO SERIES) FMV 71,848 0
LINK VENTURES 2, LP FMV 1,387,500 1,029,884
LONGFORD CAPITAL FUND II, LP FMV 3,660,934 4,922,504
LUCIDITY LIGHTS INC FMV 1,326,299 13,263
LUMINA AI, LLC FMV 500,000 5,000
MAVERICK VENTURES (ISRAEL) II LP FMV 1,391,982 434,345
MFG PARTNERS MELLOTT FUND C LLC FMV 1,000,000 1,684,000
NEOCLASSIC VENTURES PARTNERS OFFSHORE FUND LP FMV 181,017 153,888
NEXT PLAY CAPITAL II Q LP FMV 390,000 500,424
NEXT PLAY CAPITAL III Q LP FMV 1,500,000 1,135,219
OAKTREE VALUE EQUITY FUND LP FMV 0 2,037,102
PARADIGM FUND LP FMV 167,840 4,052,954
PCRP MAC LP FMV 7,416,999 7,836,122
PLAYGROUND VENTURES AFFILIATES II LP FMV 2,000,000 3,554,620
PLAYGROUND VENTURES III LP FMV 237,500 168,021
POLYCHAIN VENTURES FUND II LP FMV 373,546 1,195,932
PREMIER OUTDOOR LIVING LLC FMV 1,797,687 447,683
RISE CAPITAL III LP FMV 420,000 228,751
RISE CAPITAL OCEAN HOLDINGS LLC FMV 719,030 2,038,262
RTW OFFSHORE FUND ONE LTD FMV 0 1,564,541
RTW INNOVATION OFFSHORE LTD FMV 0 1,568,224
SAPPHIRE SPORT II LP FMV 271,000 113,915
SAPPHIRE SPORT LP FMV 1,807,242 531,104
SHAOLIN CAPITAL PARTNERS INTERNATIONAL FUND LTD FMV 4,000,000 4,839,495
SMASH VENTURES SPV LLC FMV 0 572,845
SWEETWATER SECONDARIES FUND II (CAYMAN) LP FMV 783,462 1,016,096
THE VERITAS CAPITAL FUND IX, LP FMV 25,848 0
TIME BIOVENTURES I LP FMV 1,125,000 757,440
EBS AGGREGATOR LLC FMV 0 895,221
VESEY STREET CAPITAL PARTNERS HEALTHCARE FUND-A LP FMV 900,732 1,226,224
VILLAGE GLOBAL II LP FMV 339,004 326,311
VILLAGE GLOBAL SPECIAL OPPORTUNITIES FUND LP FMV 312,500 198,652
WHALE ROCK FLAGSHIP FUND LTD FMV 30,378 37,019
MSILF TREASURY SECURITIES INST FMV 26,091,252 26,091,252

TY 2024 LegalFeesSchedule
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 47,893 2,379   45,514


TY 2024 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
TBIH 13,400,000 13,400,000 13,400,000


TY 2024 OtherExpensesSchedule
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DIVIDEND EXPENSE 416,926 416,926   0
BORROWING CHARGES & LOAN FEES 160,008 160,008   0
BANK FEES 268 0   0
POSTAGE & DELIVERY 5 0   0
SOFTWARE & SUBSCRIPTIONS 1,039 0   0
UNREALIZED LOSSES 17,343,889 0   0


TY 2024 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 0 628,853 0
INSURANCE PREMIUMS REFUNDED 7,055 7,055 7,055
TBIH 298,820 298,820 298,820


TY 2024 OtherLiabilitiesSchedule
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Description Beginning of Year - Book Value End of Year - Book Value
SECURITIES IN SHORT POSITION 70,529,775 0


TY 2024 OtherProfessionalFeesSchedule
Name:
VINIK FAMILY FOUNDATION
EIN:
91-1917506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERS ASSET MANAGEMENT LLC 1,789,209 1,596,418   129,547


TY 2024 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 CONTRIBUTIONS 400,161
Total     400,161