2026-03-20T08:35:08-05:00 2025-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990PF 2025-01-01 993347034 CHICORYLANE FOUNDATION CHIC 8143609463 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 JOHN B SMITH CHAIR 8143609463 2026-03-16 1 ELIZABETH MAUCH P01988953 9199428700 2026-03-16 2025 2025-03-06 01:10:19Z X 128514 X 113328 164 164 164 1662 1662 1662 46604 59701 46604 0 161758 48430 1826 0 0 0 0 4051 173 0 3878 2 0 0 0 8380 0 0 8380 12433 173 0 12258 0 0 12433 173 0 12258 149325 48257 1826 3058 4052 4052 6149 15015 15015 0 5001 5001 0 104446 104446 9207 128514 128514 271 0 271 X 0 0 0 0 9207 128243 9207 128243 9207 128514 9207 149325 0 158532 30289 128243 CHARLES SCHWAB LT 59701 13097 46604 46604 46604 0 671 0 671 0 671 0 0 0 0 0 0 671 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 1 0 0 1 N/A KYLIE HOUSER - INTEGRITY ACCOUNTING 8414228200 959 PENNS CAVE RD SPRING MILLS PA 16875 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN B SMITH 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 CHAIR 10.00 0 0 0 JAMES PIERCE 115 BARTGES RD COBURN PA 16832 VICE-CHAIR 5.00 0 0 0 CATHERINE F SMITH 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 SECETARY 5.00 0 0 0 JAMES R ZUBLER 337 HECKMAN CEMETARY RD SPRING MILLS PA 16875 TREASURER 5.00 0 0 0 THOM RIPPON 2640 RED RIDGE RD MIFFLINBURG PA 17644 DIRECTOR 3.00 0 0 0 LOANNE SNAVELY 614 LINGLE VALLEY RD SPRING MILLS PA 16875 DIRECTOR 3.00 0 0 0 SUZY YETTER 105 WOODCOCK LANE LEWISBURG PA 17837 DIRECTOR 3.00 0 0 0 DANA REID 101 HEIRLOOM DR CENTRE HALL PA 16828 DIRECTOR 3.00 0 0 0 NONE 0 NONE 0 IN 2025, WE OFFERED 7 WORKSHOPS AND/OR FIELD DAYS DEALING WITH VARIOUS EDUCATIONAL, AESTHETIC, AND RESEARCH TOPICS PERTAINING TO CONSERVATION AND ECOLOGY. TOPICS INCLUDE BIRD AND NATIVE PLANT WALKS EMPHASIZING NOT JUST IDENTIFICATION BUT ALSO HABITATS AND BEHAVIOR. WE ALSO OFFERED A WORKSHOP ON WRITING IN AND ABOUT (A NATURAL) PLACE, AND A WORKSHOP ON DYING CLOTH AND YARN USING NATIVE PLANT MATERIAL DYES. TWO OPEN HOUSE DAYS PROVIDED IN-FIELD TECHNIQUES FOR ASSESSING WATER QUALITY FOR ONE OF OUR STREAMS AND LECTURE/DISCUSSIONS OF THE HISTORY AND ARCHITECTURE OF A 200-YEAR OLD LOG RESIDENCE ON THE PROPERTY.TOTAL ATTENDANCE WAS SOME 200 INDIVIDUALS, AND ON TWO DIFFERENT FIELD DAYS, WE WERE PLEASED TO HAVE OVER 80 SPECIES OF BIRDS VISITING THE PROPERTY. ADDITIONAL DETAILS CAN BE SEEN AT CHICORYLANE.COM/EVENTS. WE ALSO RECEIVED APPROVAL FROM LOCAL GOVERNMENT OF OUR REQUEST FOR CONDITIONAL USE PERMITTING FOR BOTH INDOOR AND OUTDOOR RECREATIONAL ACTIVITIES. 7419 WE CONTINUED TO PUBLISH A WELL-RECEIVED NEWSLETTER AS WELL AS ANNOUNCEMENTS AND DESCRIPTIONS OF UPCOMING EVENTS. IN 2025, THERE WERE SOME 18 SUCH PUBLICATIONS, DISTRIBUTED TO OVER 500 RECIPIENTS RESULTING IN AN OPEN RATE OF 71%, APPROXIMATELY TWICE THE AVERAGE FOR PUBLICATIONS BY SIMILAR GROUPS. THESE WERE FACILITATED BY OUR PART-TIME COMMUNICATIONS AND COORDINATION DIRECTOR. WE WERE PARTICULARLY PLEASED WITH THE VERY POSITIVE FEEDBACK WE RECEIVED FROM OUR SUBSCRIBERS OF BOTH THE INTEREST AND PROFESSIONAL QUALITY OF OUR PUBLICATIONS. MANY POINTED OUT THERE WAS A QUIRKY, UNUSUAL NOTE TO OUR LAND-SITUATED PUBLICATIONS THAT GRABBED THEIR ATTENTION AND MADE THEM SMILE, ESPECIALLY IN THE SEASONS WHEN THE LAND ITSELF, WAS LESS INVITING. 4304 WE HAVE CONTINUED OUR OUTREACH PROJECT WITH A NEARBY AMISH LANDOWNER AND FARMER INTERESTED IN IMPROVING THE ECOLOGICAL QUALITY OF MARGINAL SEGMENTS OF HIS PROPERTY TO BETTER SERVE WILDLIFE AS WELL AS THE NATURAL LANDSCAPE. DURING 2025, WORK WAS CONCENTRATED ON A 2-3 ACRE SEGMENT, AT THE BOTTOM OF A SHALLOW SWELL, OF A FREQUENTLY WET MEADOW AREA. DURING THE YEAR, INVASIVE GRASSES AND SHRUBS WERE CUT SEVERAL TIMES. A LOW-CONCENTRATE HERBICIDE WAS CAREFULLY APPLIED IN A MANNER TO NOT INFRINGE ON THE FARMER'S ORGANIC DESIGNATION, AND, OVER 200 NATIVE SHRUBS AND TREES WERE PLANTED. WE HOPE TO DOUBLE THE NUMBER OF PLANTINGS DURING 2026. IF ALL GOES WELL, WE HOPE TO EXTEND THE PROJECT OVER THE NEXT YEAR OF SO TO AN AREA ROUGHLY TWICE THE SIZE THAT CONTINUES WEST OF THE CURRENT AREA. 0 A NEW INITIATIVE BEGUN IN 2025 WAS AN UPDATE OF OUR LAND AND FOUNDATION WEBSITE, (CHICORYLANE.COM) AND THE ADDITION OF AN AI-BASED CHATBOT THAT HAS KNOWLEDGE OF PARTICULAR INFORMATION ABOUT CHICORYLANE INCLUDING ITS ORGANIZATIONAL STRUCTURE, ITS MISSION, ITS ACTIVITIES, AND MANY OF THE CONCEPTS THAT UNDERLIE ITS WORK. SINCE THE BOT IS BUILT ON TOP OF A CONVENTIONAL LARGE LANGUAGE MODEL (LLM), IN OUR CASE OPENAI'S CHATGPT 4, IT CAN RELATE CLF'S PARTICULAR IDEAS AND PRACTICES WITHIN MORE GENERAL ECOLOGICAL AND CONSERVATION SOURCES. FOR EXAMPLE, CHICORYLANE MAKES SUBSTANTIAL USE OF CONCEPTS AND RESEARCH ASSOCIATED WITH PROF. DOUGLAS TALLAMY. USING THE BOT, WE CAN EXPLORE NOT JUST SIMILARITIES BUT ASK IT TO POINT OUT NOTABLE DIFFERENCES, AS WELL. 535 0 77686 19852 0 97538 0 0 97538 1463 96075 4804 X 12258 0 12258 2024-05-29 X 1826 149 0 0 1975 1552 127 0 0 1679 12258 8942 0 0 21200 0 0 0 0 0 12258 8942 0 0 21200 0 0 3203 201 0 0 3404 0 0 0 0 JOHN B SMITH CATHERINE F SMITH X 0 0 14 164 14 1662 18 46604 0 48430 0 48430 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN B AND CATHERINE F SMITH 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 113328 X X 1 21 SHS INVESCO QQQ TRUST 9470 2025-04-10 1 106 SHS ROBO GLOBAL ARTIFICL 4461 2025-04-10 1 36 SHS SPDR GOLD SHARES ETF 10460 2025-04-10 1 20 SHS VANGUARD S&P 500 ETF 9722 2025-04-10 1 262 SHS CISCO SYSTEMS 14892 2025-04-28 1 32 SHS INTUIT 19783 2025-04-28 1 31 SHS INVESCO QQQ TRUST 14645 2025-04-28 1 58 SHS VANGUARD EXTENDED MARKET ETF 9895 2025-04-28 CHARLES SCHWAB - FIXED INCOME 5001 5001 CHARLES SCHWAB - ETF FMV 104446 104446 UNREALIZED GAINS/LOSSES 30235 PRIOR PERIOD ADJUSTMENT 54 PROGRAM - COMMUNICATIONS AND TECHNOLOGY 845 0 0 845 PROGRAM - INFORMATION AND COMMUNICATIONS 2000 0 0 2000 PROGRAM - MATERIALS AND SUPPLIES 1329 0 0 1329 PROGRAM - HONORARIA 444 0 0 444 OTHER EXPENSES 631 0 0 631 PROGRAM - COORDINATION AND SUPPORT 3000 0 0 3000 PROGRAM - FOOD, DRINKS, REFRESHMENTS 108 0 0 108 PROGRAM - PREP & MAINTENANCE 23 0 0 23 ACCOUNTING 3878 0 0 3878 INVESTMENT FEES 173 173 0 0 JOHN B SMITH 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 CATHERINE F SMITH 246 BRUSH MOUNTAIN RD SPRING MILLS PA 16875 EXCISE TAX 2 0 0 0