2026-04-10T12:46:55-05:00 2025-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990PF 2025-01-01 845097638 SLATE OF MIND SLAT 9107256776 PO BOX 719 CHAPEL HILL NC 27514 JEFFREY J WHITE PRESIDENT 9107256776 2026-04-10 1 ANDREW M OLSON P02131448 9199428700 2025 2025-03-06 01:10:19Z X X 2212019 X X 81185 81185 81185 18123 65662 18123 0 99308 99308 81185 94509 0 0 94509 15180 0 0 15180 63104 17971 0 45133 4529 0 0 4529 39665 0 0 18988 216987 17971 0 178339 0 0 216987 17971 0 178339 -117679 81337 81185 89586 112035 112035 210146 127775 127775 2000 2000 2000 53973 53369 21281 604 604 1912355 1969605 1969605 2235368 2212019 2212019 77 866 77 866 X 2235291 2211153 2235291 2211153 2235368 2212019 2235291 -117679 93541 2211153 0 2211153 PUBLICLY TRADED SECURITIES LONG TERM 65662 46975 18687 18687 PUBLICLY TRADED SECURITIES SHORT TERM 564 -564 -564 18123 -564 1131 0 1131 0 1131 0 0 0 0 0 58 1189 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 1 0 0 0 1 SLATEOFMIND.ORG DANA LEIGH MCALLISTER 9107256776 PO BOX 719 CHAPEL HILL NC 27514 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANA LEIGH MCALLISTER PO BOX 719 CHAPEL HILL NC 27514 EXECUTIVE DIRECTOR 35.00 59206 14802 20501 JEFFREY J WHITE PO BOX 719 CHAPEL HILL NC 27514 PRESIDENT 1.50 0 0 0 LISA TOMLINSON PO BOX 719 CHAPEL HILL NC 27514 SECRETARY 0.25 0 0 0 PHILLIP MUSSELWHITE PO BOX 719 CHAPEL HILL NC 27514 BOARD MEMBER 0.75 0 0 0 NONE 0 NONE 0 EDUCATION AND ENGAGEMENT: LEVERAGED INSTAGRAM AS CORE DISCOVERY CHANNEL TO CONTINUE BUILDING AWARENESS, VALUE, AND ULTIMATELY WEBSITE INTEREST. LEANED INTO CONTENT THAT INVITED AUDIENCES GET TO KNOW, LIKE, AND TRUST US VERSUS PUSHING A HARD SELL. PUBLISHED 67 INSTAGRAM POSTS MIXING PRACTICAL GUIDANCE, EXPERT INSIGHTS, AND RELATABLE PERSPECTIVES ON CHANGE, PRIORITIZING CONTENT THAT EARNS SHARES AND SAVES AS INDICATORS OF STRONG CONNECTION AND RESONANCE. DOUBLED NUMBER OF FOLLOWERS. EXECUTED ADVERTISING STRATEGY REACHING 963,270 PEOPLE AND GENERATING NEARLY 170,000 INTERACTIONS WITH CONTENT. RESONATED ACROSS DEMOGRAPHICS AND AGE GROUPS, WITH STRONGEST REACH AMONG WOMEN (76%) AND ADULTS 25-34 (30.9%). ENGAGED WITH 50+ POSTS FROM CHANGE LEADERS AND COMMUNITY MEMBERS TO BUILD CONNECTIONS BEYOND OWNED CONTENT. 153138 TOOLS AND RESOURCE DEVELOPMENT: MAINTAINED AND ENHANCED SLATEOFMIND.ORG AS A CATALYST FOR PERSONAL CHANGE, PROVIDING PRACTICAL TOOLS AND CURATED RESOURCES TO HELP PEOPLE BUILD LIVES AROUND WHAT MATTERS MOST TO THEM. IMPLEMENTED CONTENT ENGAGEMENT STRATEGY BALANCING SCIENTIFIC RESEARCH, PRACTICAL APPLICATION, AND EMOTIONAL CONNECTION TO HELP INDIVIDUALS REFLECT AND ACCESS RELEVANT GUIDANCE. CONTINUED TO CURATE CORNERSTONE CONTENT AND DRAFT BESPOKE SUMMARIES FROM LEADING EXPERTS, CONSISTENTLY RELEASING NEW BESPOKE CONTENT ON THE 1ST AND 15TH OF EACH MONTH. WEBSITE RECEIVED STEADY TRAFFIC THROUGHOUT THE YEAR (~25 UNIQUE VISITS PER MONTH), WITH ORGANIC SEARCH AS THE PRIMARY TRAFFIC DRIVER. 24372 RESEARCH AND STRATEGY: CONTINUED STUDY OF HOW PEOPLE BUILD LIVES AROUND WHAT'S IMPORTANT TO THEM, FOCUSING ON OVERCOMING INERTIA AND NAVIGATING CHANGE. EXPANDED CONTENT LIBRARY WITH 24 NEW PIECES FROM LEADING CHANGE EXPERTS, WITH 7 ADDITIONAL PIECES CREATED AND SCHEDULED FOR EARLY 2026. KICKED OFF RESEARCH AND DISCUSSIONS ABOUT NEW CHANGE LEADERS/CATEGORIES TO INTEGRATE IN 2026. CONTENT SERVES FOUR AUDIENCE SEGMENTS (CHANGE SEEKERS, EVOLVERS, MAXIMIZERS, AND EARLY ADOPTERS) ACROSS FOUR FOCUS AREAS (INNER GROWTH, OUTER RELATIONS, TANGIBLE PURSUITS, AND BEAT INERTIA). MAINTAINED METHODOLOGY BALANCING SCIENTIFIC RESEARCH (40%), PRACTICAL APPLICATION (40%), AND EMOTIONAL RESONANCE (20%) TO ENSURE CONTENT ADDRESSES REAL-WORLD HURDLES WITH ACTIONABLE INSIGHTS. 19130 0 1944853 252449 0 2197302 0 0 2197302 32960 2164342 108217 X 178339 0 178339 2025-01-15 X 81185 79875 67897 55822 284779 69007 67894 57712 47449 242062 178339 148567 107827 103389 538122 0 0 0 0 0 178339 148567 107827 103389 538122 0 0 72145 73137 74037 37215 256534 0 0 0 0 X 0 0 14 81185 18 18123 0 99308 0 99308 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15180 0 0 15180 IPHONE 2024 927 721 206 206 LAPTOP 2072 1674 398 398 WEBSITE 49024 49024 0 0 COPYRIGHT 1950 1950 0 0 EQUITIES AT COST 654544 654544 FIXED INCOME AT COST 1276863 1276863 REAL ESTATE AND COMMODITIES FUNDS AT COST 38198 38198 OFFICE EXPENSES 616 0 0 616 INFORMATION TECHNOLOGY 15027 0 0 15027 DEPRECIATION 20677 0 0 0 INSURANCE 2000 0 0 2000 DUES, SUBSCRIPTION, LICENSES & FEES 181 0 0 181 EMPLOYEE BENEFIT ADMINISTRATION FEES 1164 0 0 1164 UNREALIZED GAIN/LOSSES 93541 INVESTMENT MANAGMENT 17971 17971 0 0 OTHER 45133 0 0 45133 PAYROLL TAXES 4529 0 0 4529