2026-08-11T09:34:40-05:00 2025-12-31 591818353 KAUFMAN ROSSIN & CO PA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990PF 2025-10-16 394985544 THE SUGAR PLUM FARM FOUNDATION INC SUGA 8778295500 96 GILBERT ROAD SARATOGA SPRINGS NY 12866 ROBIN MATALINO DIRECTOR 8778295500 2026-08-11 1 HEIDI SUAREZ CPA P01219886 3058585600 2026-08-11 2025 2025-03-06 01:10:19Z X X 954661 X 969511 14 14 14 11514 51161 11514 0 981039 11528 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 981039 11528 14 51175 51175 0 538100 903486 0 589275 954661 0 0 X 0 0 0 0 0 589275 0 589275 0 589275 0 981039 0 981039 391764 589275 PUBLICLY TRADED SECURITIES D 51161 39647 11514 11514 11514 0 160 0 160 0 160 0 0 0 0 0 0 160 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 1 1 0 0 1 N/A THE FOUNDATION 8778295500 96 GILBERT ROAD SARATOGA SPRINGS NY 12866 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBIN MALATINO 17786 DEAUVILLE LANE BOCA RATON FL 33496 DIRECTOR 1.00 0 0 0 ELLIOT THRONE 930 SW 21ST LANE BOCA RATON FL 33486 DIRECTOR 1.00 0 0 0 CRYSTAL MORRIS 94 GILBERT ROAD SARATOGA SPRINGS NY 12866 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION WAS FORMED IN OCTOBER 2025 AND IS IN ITS INITIAL DEVELOPMENT STAGE. DURING THE SHORT TAX YEAR, THE FOUNDATION FOCUSED ON ORGANIZATIONAL STARTUP ACTIVITIES, INCLUDING ESTABLISHING GOVERNANCE POLICIES, DEVELOPING ITS OPERATIONAL FRAMEWORK, AND ACQUIRING INITIAL ASSETS NECESSARY TO SUPPORT ITS EXEMPT PURPOSE. THE FOUNDATION INTENDS TO OPERATE AS A PRIVATE OPERATING FOUNDATION WITH A FOCUS ON EQUESTRIAN-RELATED CHARITABLE ACTIVITIES; HOWEVER, SUBSTANTIVE PROGRAM OPERATIONS HAD NOT YET COMMENCED AS OF THE CLOSE OF THE 2025 TAX YEAR. THE FOUNDATION ANTICIPATES BEGINNING ACTIVE PROGRAM OPERATIONS IN 2026. 0 0 451743 25588 0 477331 0 0 477331 7160 470171 4959 X 0 0 0 2025-10-16 X 14 0 0 0 14 12 0 0 0 12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 954661 954661 51175 51175 3306 0 0 0 3306 0 0 0 11528 11528 ROBIN MALATINO X 0 0 14 14 18 11514 0 11528 0 11528 0 0 0 0 0 0 0 0 0 0 X X 1 ROBIN MALATINO 17786 DEAUVILLE LANE BOCA RATON FL 33496 969511 X 1 300 SHARES OF FIRST TRUST TECH ALPHA ETF 51618 2025-12-26 1 601 SHARES OF INVESCO S&P 500 LOW VOLATILITY 43194 2025-12-26 1 400 SHARES OF INVESCO S&P 500 PURE VALUE ETF 41572 2025-12-26 1 2,541 SHARES OF ISHARES S&P MIDCAP 400 INDEX 171085 2025-12-26 1 200 SHARES OF MICROSOFT CORP 97542 2025-12-26 1 1,000 SHARES OF MORGAN STANLEY 181870 2025-12-26 1 200 SHARES OF SPDR DJIA TRUST 97406 2025-12-26 1 100 SHARES OF SPDR GOLD TR GOLD SHS 41674 2025-12-26 1 500 SHARES OF MICROSOFT CORP 243550 2025-12-29 MICROSOFT CORP 224668 287754 MORGAN STANLEY 117030 177530 FIRST TRUST TECH ALPHA ETF 18911 50484 INVESCO S&P 500 LOW VOLATILITY 22280 42923 INVESCO S&P 500 PURE VALUE ETF 19790 41344 ISHARES S&P MIDCAP 400 INDEX 73713 167706 SPDR DJIA TRUST 33164 96114 SPDR GOLD TR GOLD SHS 28544 39631 REDUCTION IN VALUE FOR CONTRIBUTED ASSETS TO BE RECORDED AT COST BASIS 391764 ROBIN MALATINO 17786 DEAUVILLE LANE BOCA RATON FL 33496