TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
PLANK STEWARDSHIP INITIATIVE

Number and street (or P.O. box number if mail is not delivered to street address)302 SPRUCE CT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHEYENNE, WY82001

A Employer identification number

46-4491120

B Telephone number (see instructions)

(307) 672-6494

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$7,005,230J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	913		913
4	Dividends and interest from securities...	174,408		174,408
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		339,162
b	Gross sales price for all assets on line 6a 1,875,981
7	Capital gain net income (from Part IV, line 2)...			339,162
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).......
12	Total. Add lines 1 through 11........	514,483		514,483
13	Compensation of officers, directors, trustees, etc.	77,040		19,260	57,780
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	12,494		3,124	9,370
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	1,834	1,834
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,475	4,856	1,619
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	52,974	52,974
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,018	4,724
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	10,849	1,751	9,098
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	170,684		88,523	77,867
25	Contributions, gifts, grants paid.......	287,035			287,035
26	Total expenses and disbursements. Add lines 24 and 25	457,719		88,523	364,902
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	56,764
b	Net investment income (if negative, enter -0-)			425,960
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	208,749	297,716	297,716
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	3,125	5,002	5,002
	10a	Investments—U.S. and state government obligations (attach schedule)	158,116	List of Attached Documents: // Content 24,992	24,998
	b	Investments—corporate stock (attach schedule).......	4,159,707	List of Attached Documents: // Content 4,038,131	5,769,712
	c	Investments—corporate bonds (attach schedule).......	716,342	List of Attached Documents: // Content 936,506	905,340
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,006	List of Attached Documents: // Content 2,462	List of Attached Documents: // Content 2,462
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,248,045	5,304,809	7,005,230
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	5,248,045	5,304,809
	29	Total net assets or fund balances (see instructions).....	5,248,045	5,304,809
	30	Total liabilities and net assets/fund balances (see instructions).	5,248,045	5,304,809

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,248,045

Enter amount from Part I, line 27a .....................

56,764

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

5,304,809

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

5,304,809

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	SCHEDULE D CAPITAL GAIN ATTACHMENT	P	2022-01-01	2024-06-30
b	238.184-GOLDMAN SACHS INTERNATIONAL	P	2023-06-20	2024-04-30
c	99.384-NORTHERN MULTI-MANGER GLOBAL	P	2023-04-05	2024-07-30
d	100-DELTA AIRLINES	P	2020-03-16	2024-05-29
e	234.055-GOLDMAN SACHS INTERNATIONAL	P	2023-06-20	2024-05-07
	146-VANGUARD INTERMEDIATE-TERM TREAS	P	2024-07-02	2024-08-12
	35000-SCHWAB CHARLES FAMILY GOVT	P	2023-03-24	2024-06-15
	736.037-DFA GLOBAL REAL ESTATE SECUR	P	2017-04-13	2024-06-06
	280.847-ARTISAN HIGH INCOME FUND	P	2022-09-19	2024-08-12
	110-ORACLE CORP	P	2016-05-10	2024-06-15
	24-ISHARES CORE S&P 500 ETF	P	2020-04-28	2024-07-02
	210.159-GMO RESOURCES FUND	P	2022-07-22	2024-12-19
	60-GOLDMAN SACHS GROUP INC	P	2016-01-06	2024-08-02
	6-MATERIALS SELECT SECTOR SPDR FUND	P	2020-11-09	2024-07-02
	200-ABBVIE INC	P	2018-01-31	2024-08-02
	52-ISHARES CURRENCY HEDGED MSCI EAFE	P	2023-02-28	2024-07-02
	200-ABBVIE INC	P	2018-01-31	2024-08-09
	2-SPDR S&P SEMICONDUCTOR ETF	P	2020-04-28	2024-07-02
	100-ABBVIE INC	P	2018-01-31	2024-08-13
	11-FINANCIAL SELECT SECTOR SPDR FUND	P	2020-03-19	2024-07-02
	300-ABBVIE INC	P	2019-04-29	2024-08-13
	6-HEALTH CARE SELECT SECTOR SPDR FUN	P	2023-04-12	2024-07-02
	500-DELTA AIRLINES	P	2020-03-16	2024-10-16
	9-COMMUNICATION SERVICES SELECT SECT	P	2024-07-22	2024-07-02
	200-DELTA AIRLINES	P	2020-03-16	2024-11-12
	5-TECHNOLOGY SELECT SECTOR SPDR FUND	P	2020-11-09	2024-07-02
	400-DELTA AIRLINES	P	2020-07-29	2024-11-12
	209.242-GOLDMAN SACHS EMERGING MARKE	P	2016-05-16	2024-07-02
	190-ORACLE CORP	P	2016-05-10	2024-11-20
	67.733-DFA EMERGING MARKETS SMALL CA	P	2022-09-19	2024-07-02
	898.01-NORTHERN MULTI-MANGER GLOBAL	P	2023-02-28	2024-01-29
	317.778-ARTISAN HIGH INCOME FUND	P	2022-09-19	2024-07-02
	14.092-DOUBLELINE TOTAL RETURN BOND	P	2023-03-20	2024-03-15
	318.787-VANGUARD HIGH-YIELD CORPORAT	P	2023-06-20	2024-07-02

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,478,562	1,301,057	177,505
b	2,996	3,044	-48
c	1,236	1,198	38
d	4,948	3,689	1,259
e	3,031	2,211	820
	8,723	8,621	102
	35,000	35,000
	7,338	8,204	-866
	2,519	2,460	59
	15,909	4,378	11,531
	13,149	10,122	3,027
	3,871	5,502	-1,631
	28,121	10,236	17,885
	522	500	22
	37,682	22,900	14,782
	1,816	1,604	212
	37,778	22,900	14,878
	496	393	103
	18,940	11,450	7,490
	454	366	88
	56,819	24,211	32,608
	863	683	180
	27,337	18,445	8,892
	766	715	51
	12,693	7,378	5,315
	1,138	860	278
	25,385	10,225	15,160
	1,877	1,684	193
	35,834	7,562	28,272
	1,627	1,610	17
	2,773	3,036	-263
	2,828	2,784	44
	122	127	-5
	1,709	1,664	45

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			177,505
b			-48
c			38
d			1,259
e			820
			102

			-866
			59
			11,531
			3,027
			-1,631
			17,885
			22
			14,782
			212
			14,878
			103
			7,490
			88
			32,608
			180
			8,892
			51
			5,315
			278
			15,160
			193
			28,272
			17
			-263
			44
			-5
			45

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	339,162
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 ...................		3	657

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,921
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
3	Add lines 1 and 2...........................	3	5,921
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,921
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,320
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	4,086
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	7,406
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,485
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,485	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

PLANKSTEWARDSHIP.ORG

The books are in care of right arrow

MOHATT JOHNSON AND GODWIN LLP Telephone no. right arrow

(307) 672-6494

Located at right arrow

PO BOX 603SHERIDANWY ZIP+4 right arrow

82801

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
CHARLIE BETTIGOLE	SECRETARY 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	SECRETARY 1.00	0	0
TRESSA LAWRENCE	DIRECTOR 1.00	0	0
3012 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
LEAH BURGESS	VICE CHAIR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	VICE CHAIR 1.00	0	0
KATIE MEIKLEJOHN	TREASURER 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	TREASURER 1.00	0	0
BEA GORDON	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
DR BEN RASHFORD	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
MANTHA PHILLIPS	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
BETH WHITE	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
KHALE CENTURY-RENO	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
KRISTIE MACZKO	DIRECTOR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	DIRECTOR 1.00	0	0
MARTY ZELLER	BOARD CHAIR 1.00	0	0
3102 SPRUCE CT CHEYENNE,WY82001	BOARD CHAIR 1.00	0	0
MILWARD SIMPSON	EXECUTIVE DI 40.00	77,040	6,000
3102 SPRUCE CT CHEYENNE,WY82001	EXECUTIVE DI 40.00	77,040	6,000

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...................

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
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,711,728

Average of monthly cash balances.......................

197,344

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,909,072

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,909,072

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

103,636

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,805,436

Minimum investment return. Enter 5% (0.05) of line 5................

340,272

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.)

Minimum investment return from Part IX, line 6..................

340,272

Tax on investment income for 2024 from Part V, line 5 .......

5,921

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

5,921

Distributable amount before adjustments. Subtract line 2c from line 1............

334,351

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

334,351

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

334,351

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

364,902

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

364,902

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7		334,351
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......	296,843
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 364,902
a Applied to 2023, but not more than line 2a	296,843
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....		68,059
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........		266,292
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) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

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 e-mail address of the person to whom applications should be addressed:

MILWARD SIMPSON
3102 SPRUCE CT
CHEYENNE,WY82001
(307) 421-4956
MILWARD.SIMPSON@PLANKSTEWARDSHIP.ORG

bThe form in which applications should be submitted and information and materials they should include:

APPLICATIONS WILL BE EVALUATED FOR THEIR POTENTIAL TO ENHANCE SUSTAINABLE STEWARDSHIP IN THE NORTHERN GREAT PLAINS BY DEMONSTRATING THE ABILITY OF THE PROPOSED PROJECT AND/OR PROGRAM (S) TO FULFILL ONE OR MORE GRANT CRITERIA COMPONENTS BY ACHIEVING THE RESULTS DESCRIBED IN THE GRANT NARRATIVE AND BUDGET. WE ASK THAT INTERESTED NONPROFIT 501(C)3 ORGANIZATIONS, EDUCATIONAL INSTITUTIONS AND LOCAL, COUNTY AND STATE GOVERNMENT AGENCIES SUBMIT PROJECTS THAT MEET ONE OR MORE OF THE FOLLOWING CRITERIA: 1.PROVIDE SUCCESSION PLANNING ACTIVITIES AND RESOURCES FOR FARM AND RANCH FAMILIES IN ORDER TO ENHANCE FAMILY DECISION-MAKING FOR LONG TERM RANCH SUSTAINABILITY IN THE NORTHERN GREAT PLAINS 2. PROVIDE CRITICAL TRAINING AND RESOURCES TO SUPPORT SUCCESSFUL FARM AND RANCH OPERATIONS, AND ENHANCE FINANCIAL MANAGEMENT. 3.PROVIDE TRAINING AND RESOURCES IN SUSTAINABLE CONSERVATION PRACTICES IN LAND MANAGEMENT. THIS MAY INCLUDE BUT IS NOT LIMITED TO SOIL HEALTH IMPROVEMENT, DEVELOPMENT AND GROWTH OF LOC

cAny submission deadlines:

ANNUALLY ON MARCH 31ST VIA EMAIL TO MILWARD.SIMPSON@PLANKSTEWARDSHIP.ORG

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

OUR GRANTING EFFORTS ARE TO STRENGTHEN THE ECONOMIC AND ECOLOGICAL SUSTAINABILITY OF RANGELANDS IN THE NORTHERN GREAT PLAINS. THE GRANTS MUST BE FOCUSED ON ONE OR MORE OF THE FOLLOWING PSI MISSION-SPECIFIC CATEGORIES: 1) SUCCESSION PLANNING 2) ECONOMIC COMPETENCE AND SUSTAINABILITY 3) LAND STEWARDSHIP/SUSTAINABLE RANGE MANAGEMENT 4) SUPPORT FOR DIVERSE REPRESENTATION WITH EMPHASIS ON UNDER-REPRESENTED COMMUNITIES (OR DISADVANTAGED OR HISTORICALLY UNSUPPORTED GROUPS) IN RANCHING INCLUDING WOMEN AND YOUNG PRODUCERS

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
QUIVIRA COALITION 1413 SECOND STREET STE 1 SANTA FE,NM87505	NONE	501C3	SUSTAINABLE AG TECH ASSISTANCE	46,600
WYOMING STOCKGROWERS ENDOWMENT TR 113 EAST 20TH STREET CHEYENNE,WY82003	NONE	501C3	RANCHER WILDFIRE RECOVERY SUPPORT	3,535
WYOMING FARM BUREAU FOUNDATION 931 BOULDER DRIVE LARAMIE,WY82070	NONE	501C3	YOUNG FARMER AND RANCHER EDUCATION	10,000
WINNETT ACES INC PO BOX 118 WINNETT,MT59087	NONE	501C3	SUSTAINABLE AGRICULTURE EDUCATION	25,200
WYOMING STOCKGROWERS LAND TRUST PO BOX 268 CHEYENNE,WY82003	NONE	501C3	RANCHING SUCCESSION EDUCATION	8,250
WOMEN IN RANCHING INC PO BOX 76 COHAGEN,MT59322	NONE	501C3	RANCHING EDUCATION FOR WOMEN	29,000
INTERTRIBAL AGRICULTURE COUNCIL PO BOX 958 BILLINGS,MT59103	NONE	501C3	AG ED FOR NATIVE AMERICAN YOUTH	23,000
CAMPBELL COUNTY CONSERVATION DISTRI 1414 E LINCOLN ST GILLETTE,WY82716	NONE	GOV	ECONOMIC SUSTAINABILITY EDUCATION	6,000
JOHNSON COUNTY FIRE RELIEF FUND PO BOX 41 BUFFALO,WY82834	NONE	GOV	RANCHING WILDFIRE RECOVERY SUPPORT	20,000
CUSTER COUNT MT CONSERVATION DISTRI 3120 VALLEY DRIVE EAST MILES CITY,MT59301	NONE	GOV	SUSTAINABLE AG ED FOR RANCHERS	1,800
MONTANA ASSOCIATION OF CONSERVATION DISTRICTS 1101 11TH AVE HELENA,MT59601	NONE	GOV	CONSERVATION EDUCATION FOR RANCHERS	4,950
MONTANA LAND RELIANCE 401 N CALIFORNIA ST HELENA,MT59601	NONE	501C3	LAND CONSERVATION AND STEWARDSHIP	27,000
PHEASANTS FOREVER INC 1783 BUERKLE CIRCLE ST PAUL,MN551105254	NONE	501C3	WILDFIRE RELIEF EFFORTS FOR RANCHERS	20,000
SHERIDAN COUNTY WY CONSERVATION DISTRICT 1949 SUGARLAND DR 102 SHERIDAN,WY82801	NONE	GOV	SUSTAINABLE AG ED FOR RANCHERS	9,500
THUNDER BASIN GRASSLANDS PRAIRIE ECOSYSTEM ASSOCIATION 671 STEINLE ROAD DOUGLAS,WY82633	NONE	501C3	SUSTAINABLE AGRICULTURE TECH SUPPORT	27,000
SHERIDAN COUNTY MT CONSERVATION DISTRICT 119 N JACKSON ST PLENTYWOOD,MT59254	NONE	GOV	WATER CONSERVATION MONITORING AND ED	25,200
Total ................................. 3a				287,035

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	913
4 Dividends and interest from securities ....			14	174,408
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	339,162
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) ..				514,483

13Total. Add line 12, columns (b), (d), and (e)..................

514,483

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,475	4,856		1,619

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORPORATE BONDS
HIGH YIELD BONDS
DOUBLELINE TOTAL RETURN BOND FUND	167,143	161,574
VANGUARD MORTGAGE-BACKED SECURITIES	87,790	88,232
ISHARES IBONDS DEC 2032 TERM CORPORA	102,440	104,318
ISHARES IBONDS DEC 2033 TERM CORPORA	103,415	103,537
VANGUARD INTERMEDIATE-TERM CORPORATE	295,231	265,373
ARTISAN HIGH INCOME FUND	43,197	44,874
VANGUARD HIGH-YIELD CORPORATE FUND	42,694	44,329
ISHARES PREFERRED AND INCOME SECURIT	43,957	44,016
ARTISAN HIGH INCOME FUND	2,466	2,561
VANGUARD HIGH-YIELD CORPORATE FUND	2,437	2,530
DOUBLELINE TOTAL RETURN BOND FUND	9,061	8,765
VANGUARD MORTGAGE-BACKED SECURITIES	5,003	5,033
ISHARES IBONDS DEC 2032 TERM CORPORA	6,219	6,317
ISHARES IBONDS DEC 2033 TERM CORPORA	6,269	6,275
VANGUARD INTERMEDIATE-TERM CORPORATE	16,674	15,091
ISHARES PREFERRED AND INCOME SECURIT	2,510	2,515

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Name of Stock	End of Year Book Value	End of Year Fair Market Value
EQUITIES
ALTERNATIVES
HOURGLASS
DFA GLOBAL REAL ESTATE SECURITIES PO	123,582	123,114
GMO RESOURCES FUND	93,520	70,535
NORTHERN MULTI-MANAGER GLOBAL LISTED	130,539	127,099
ABBOTT LABORATORIES	7,020	10,067
ALPHABET INC	9,486	40,132
AMAZON.COM INC	17,455	46,730
AMERICAN EXPRESS CO	6,195	30,866
APPLE INC	5,274	55,092
BERKSHIRE HATHAWAY INC	7,258	25,384
BLACKSTONE INC	19,667	27,587
BRISTOL-MYERS SQUIBB CO	15,986	13,914
CHARLES SCHWAB CORP/THE
CISCO SYSTEMS INC	20,775	34,691
CITIGROUP INC	17,010	16,330
COMCAST CORP
COMMUNICATION SERVICES SELECT SECTOR	23,353	39,111
CONSUMER DISCRETIONARY SELECT SECTOR	5,664	8,750
CONSUMER STAPLES SELECT SECTOR SPDR	13,156	16,508
COSTCO WHOLESALE CORP	7,478	20,158
DFA EMERGING MARKETS SMALL CAP PORTF	80,507	84,794
EMERSON ELECTRIC CO	5,301	14,500
ENERGY SELECT SECTOR SPDR FUND	21,347	47,541
FEDEX CORP	4,103	8,440
FIDELITY EMERGING MARKETS INDEX FUND	198,212	212,054
FIDELITY INTERNATIONAL INDEX FUND	178,855	206,340
FINANCIAL SELECT SECTOR SPDR FUND	21,834	25,760
GOLDMAN SACHS EMERGING MARKETS EQUIT	156,140	172,412
GOLDMAN SACHS GROUP INC/THE
GOLDMAN SACHS INTERNATIONAL SMALL CA
HEALTH CARE SELECT SECTOR SPDR FUND	35,927	52,689
HONEYWELL INTERNATIONAL INC	19,451	24,396
INDUSTRIAL SELECT SECTOR SPDR FUND	24,813	29,382
INTERCONTINENTAL EXCHANGE INC	9,027	14,454
INVESCO S&P 500 EQUAL WEIGHT ETF	152,266	160,861
ISHARES BIOTECHNOLOGY ETF	20,692	21,021
ISHARES CORE S&P 500 ETF	56,551	117,736
ISHARES CORE S&P MID-CAP ETF	110,873	171,353
ISHARES CORE S&P SMALL-CAP ETF	135,055	142,066
ISHARES CURRENCY HEDGED MSCI EAFE ET	185,747	211,558
ISHARES SEMICONDUCTOR ETF	25,332	23,704
JPMORGAN CHASE & CO	6,752	26,368
LOWE'S COS INC	11,696	39,241
MASCO CORP	11,331	14,296
MATERIALS SELECT SECTOR SPDR FUND	22,194	26,672
MCDONALD'S CORP	19,202	24,061
MICROSOFT CORP	10,384	57,324
MONDELEZ INTERNATIONAL INC	14,154	15,414
NIKE INC
PALO ALTO NETWORKS INC	7,531	34,572
PEPSICO INC	7,166	11,100
PFIZER INC	15,917	16,369
QUALCOMM INC	10,134	10,600
REAL ESTATE SELECT SECTOR SPDR FUND	28,111	30,055
SALESFORCE INC	9,805	14,376
SKYWORKS SOLUTIONS INC	6,848	8,691
SPDR S&P REGIONAL BANKING ETF	17,284	17,441
SPDR S&P SEMICONDUCTOR ETF	22,424	30,559
TECHNOLOGY SELECT SECTOR SPDR FUND	35,161	78,824
UNION PACIFIC CORP	4,956	15,279
UNITEDHEALTH GROUP INC	4,516	20,234
UTILITIES SELECT SECTOR SPDR FUND	26,925	31,638
WALMART INC	9,472	35,779
WALT DISNEY CO	16,474	20,488
FLEXSHARES GLOBAL UPSTREAM NATURAL	71,348	72,175
FIDELITY REAL ESTATE INCOME FUND	127,990	130,864
GLOBAL X US INFRASTRUCTURE DEVELOPME	130,908	144,708
DOW INC COM	39,180	28,091
FREEPORT-MCMORAN INC	58,452	72,352
NEWMONT MINING CORP	80,090	66,996
DELTA AIR LINES	54,416	90,750
KIRBY CORP	30,677	52,900
APPLE INC	10,042	100,168
CISCO SYSTEMS	26,574	62,160
MICROSOFT CORP	25,096	80,085
NVIDIA CORPORATION	64,152	80,574
ORACLE CORP	35,186	124,980
HOME DEPOT INC	23,032	77,798
SYSCO CORP	94,573	99,398
WALMART, INC	51,806	108,420
ABBVIE INC
HCA HEALTHCARE INC	44,158	129,065
ZIMMER BIOMET HLDGS INC	116,009	116,193
ALPHABET INC	58,857	132,510
CITIGROUP INC	87,061	132,333
COLDMAN SACHS GROUP INC	47,731	143,155
MORGAN STANLEY	32,956	138,292
BAKER HUGHERS COMPANY CL A	93,774	106,652
CONSOL ENERGY INC	65,912	74,676
KINDER MORGAN INC DEL	74,005	109,600
SCHLUMBERGER LTD	53,605	69,012
DFA GLOBAL REAL ESTATE SECURITIES PO	6,921	7,464
GMO RESOURCES FUND	5,033	3,796
FLESSHARES GLOBAL UPSTREAM NATURAL R	3,810	3,854
FIDELITY REAL ESTATE INCOME FUND	7,338	7,503
GLOBAL X US INFRASTRUCTURE DEVELOPME	8,610	9,577
NORTHERN MULTI-MANAGER GLOBAL LISTED	7,444	7,248
COMMUNICATION SERVICES SELECT SECTOR	4,426	8,035
CONSUMER DISCRETIONARY SELECT SECTOR	4,050	8,750
CONSUMER STAPLES SELECT SECTOR SPDR	3,534	4,559
DFA EMERGING MARKETS SMALL CAP PORTF	4,898	4,819
ENERGY SELECT SECTOR SPDR FUND	2,051	2,655
FIDELITY EMERGING MARKETS INDEX FUND	11,388	12,148
FIDELITY INTERNATIONAL INDEX FUND	11,030	12,844
FINANCIAL SELECT SECTOR SPDR FUND	6,000	9,763
GOLDMAN SACHS EMERGING MARKETS EQUIT	8,714	9,648
GOLDMAN SACHS INTERNATIONAL SMALL CA
HEALTH CARE SELECT SECTOR SPDR FUND	2,852	4,677
INDUSTRIAL SELECT SECTOR SPDR FUND	2,824	4,875
INVESCO S&P 500 EQUAL WEIGHT ETF	8,625	9,112
ISHARES BIOTECHNOLOGY ETF	1,171	1,190
ISHARES CORE S&P 500 ETF	3,504	7,064
ISHARES SEMICONDUCTOR ETF	1,154	1,077
ISHARES CORE S&P MID-CAP ETF	11,946	16,201
ISHARES CORE S&P SMALL-CAP ETF	7,895	8,181
ISHARES CURRENCY HEDGED MSCI EAFE ET	10,724	12,440
MATERIALS SELECT SECTOR SPDR FUND	973	1,262
REAL ESTATE SELECT SECTOR SPDR FUND	1,452	1,586
SPDR S&P SEMICONDUCTOR ETF	1,081	1,491
TECHNOLOGY SELECT SECTOR SPDR FUND	5,971	15,811
UTILITIES SELECT SECTOR SPDR FUND	1,234	1,665

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

US Government Securities - End of Year Book Value:

24,992

US Government Securities - End of Year Fair Market Value:

24,998

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2024 LegalFeesSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,834	1,834

- TIN:

TY 2024 OtherAssetsSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ACCRUED DIVIDENDS	2,006	2,462	2,462

- TIN:

TY 2024 OtherExpensesSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
OFFICE SUPPLIES	2,090		2,090
WEBSITE	252		252
INSURANCE	2,251	1,125	1,126
BANK CHARGES
BOARD MEETING EXPENSES	6,256	626	5,630
DUES & SUBSCRIPTIONS

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES - FIB	32,478	32,478
INVESTMENT MANAGEMENT FEES - HOU	20,496	20,496

- TIN:

TY 2024 TaxesSchedule

Name:

PLANK STEWARDSHIP INITIATIVE

EIN:

46-4491120

Category	Amount	Net Investment Income
FOREIGN TAXES ON DIVIDEND INCOME	4,724	4,724
WY SECY OF STATE
EXCISE TAXES	4,294