2025-10-27T11:17:38-04:00 2024-12-31 830232295 MOHATT JOHNSON & GODWIN LLP PO BOX 603 SHERIDAN WY 828010603 990PF 2024-01-01 464491120 PLANK STEWARDSHIP INITIATIVE PLAN 3076726494 302 SPRUCE CT CHEYENNE WY 82001 MILWARD SIMPSON EXECUTIVE DIRECTOR 3076726494 2025-10-27 true true MICHAEL B JOHNSON P00912386 3076726494 2025-10-27 X 2024 2025-03-06 01:10:19Z X 7005230 X X 913 913 174408 174408 339162 1875981 339162 514483 514483 77040 19260 57780 12494 3124 9370 1834 1834 6475 4856 1619 52974 52974 9018 4724 10849 1751 9098 170684 88523 77867 287035 287035 457719 88523 364902 56764 425960 208749 297716 297716 3125 5002 5002 158116 24992 24998 4159707 4038131 5769712 716342 936506 905340 2006 2462 2462 5248045 5304809 7005230 0 X 5248045 5304809 5248045 5304809 5248045 5304809 5248045 56764 5304809 5304809 SCHEDULE D CAPITAL GAIN ATTACHMENT P 2022-01-01 2024-06-30 1478562 1301057 177505 177505 238.184-GOLDMAN SACHS INTERNATIONAL P 2023-06-20 2024-04-30 2996 3044 -48 -48 99.384-NORTHERN MULTI-MANGER GLOBAL P 2023-04-05 2024-07-30 1236 1198 38 38 100-DELTA AIRLINES P 2020-03-16 2024-05-29 4948 3689 1259 1259 234.055-GOLDMAN SACHS INTERNATIONAL P 2023-06-20 2024-05-07 3031 2211 820 820 146-VANGUARD INTERMEDIATE-TERM TREAS P 2024-07-02 2024-08-12 8723 8621 102 102 35000-SCHWAB CHARLES FAMILY GOVT P 2023-03-24 2024-06-15 35000 35000 736.037-DFA GLOBAL REAL ESTATE SECUR P 2017-04-13 2024-06-06 7338 8204 -866 -866 280.847-ARTISAN HIGH INCOME FUND P 2022-09-19 2024-08-12 2519 2460 59 59 110-ORACLE CORP P 2016-05-10 2024-06-15 15909 4378 11531 11531 24-ISHARES CORE S&P 500 ETF P 2020-04-28 2024-07-02 13149 10122 3027 3027 210.159-GMO RESOURCES FUND P 2022-07-22 2024-12-19 3871 5502 -1631 -1631 60-GOLDMAN SACHS GROUP INC P 2016-01-06 2024-08-02 28121 10236 17885 17885 6-MATERIALS SELECT SECTOR SPDR FUND P 2020-11-09 2024-07-02 522 500 22 22 200-ABBVIE INC P 2018-01-31 2024-08-02 37682 22900 14782 14782 52-ISHARES CURRENCY HEDGED MSCI EAFE P 2023-02-28 2024-07-02 1816 1604 212 212 200-ABBVIE INC P 2018-01-31 2024-08-09 37778 22900 14878 14878 2-SPDR S&P SEMICONDUCTOR ETF P 2020-04-28 2024-07-02 496 393 103 103 100-ABBVIE INC P 2018-01-31 2024-08-13 18940 11450 7490 7490 11-FINANCIAL SELECT SECTOR SPDR FUND P 2020-03-19 2024-07-02 454 366 88 88 300-ABBVIE INC P 2019-04-29 2024-08-13 56819 24211 32608 32608 6-HEALTH CARE SELECT SECTOR SPDR FUN P 2023-04-12 2024-07-02 863 683 180 180 500-DELTA AIRLINES P 2020-03-16 2024-10-16 27337 18445 8892 8892 9-COMMUNICATION SERVICES SELECT SECT P 2024-07-22 2024-07-02 766 715 51 51 200-DELTA AIRLINES P 2020-03-16 2024-11-12 12693 7378 5315 5315 5-TECHNOLOGY SELECT SECTOR SPDR FUND P 2020-11-09 2024-07-02 1138 860 278 278 400-DELTA AIRLINES P 2020-07-29 2024-11-12 25385 10225 15160 15160 209.242-GOLDMAN SACHS EMERGING MARKE P 2016-05-16 2024-07-02 1877 1684 193 193 190-ORACLE CORP P 2016-05-10 2024-11-20 35834 7562 28272 28272 67.733-DFA EMERGING MARKETS SMALL CA P 2022-09-19 2024-07-02 1627 1610 17 17 898.01-NORTHERN MULTI-MANGER GLOBAL P 2023-02-28 2024-01-29 2773 3036 -263 -263 317.778-ARTISAN HIGH INCOME FUND P 2022-09-19 2024-07-02 2828 2784 44 44 14.092-DOUBLELINE TOTAL RETURN BOND P 2023-03-20 2024-03-15 122 127 -5 -5 318.787-VANGUARD HIGH-YIELD CORPORAT P 2023-06-20 2024-07-02 1709 1664 45 45 339162 657 5921 5921 5921 3320 4086 7406 1485 1485 false false false false false false false true true WY true false false false false true PLANKSTEWARDSHIP.ORG MOHATT JOHNSON AND GODWIN LLP 3076726494 PO BOX 603 SHERIDAN WY 82801 false false false false false false false false false false false false false false false false false false false false CHARLIE BETTIGOLE 3102 SPRUCE CT CHEYENNE WY 82001 SECRETARY 1.00 0 0 0 TRESSA LAWRENCE 3012 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 LEAH BURGESS 3102 SPRUCE CT CHEYENNE WY 82001 VICE CHAIR 1.00 0 0 0 KATIE MEIKLEJOHN 3102 SPRUCE CT CHEYENNE WY 82001 TREASURER 1.00 0 0 0 BEA GORDON 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 DR BEN RASHFORD 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 MANTHA PHILLIPS 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 BETH WHITE 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 KHALE CENTURY-RENO 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 KRISTIE MACZKO 3102 SPRUCE CT CHEYENNE WY 82001 DIRECTOR 1.00 0 0 0 MARTY ZELLER 3102 SPRUCE CT CHEYENNE WY 82001 BOARD CHAIR 1.00 0 0 0 MILWARD SIMPSON 3102 SPRUCE CT CHEYENNE WY 82001 EXECUTIVE DI 40.00 77040 6000 0 NONE NONE N/A 6711728 197344 0 6909072 6909072 103636 6805436 340272 340272 5921 5921 334351 334351 334351 364902 364902 334351 296843 364902 296843 68059 266292 MILWARD SIMPSON 3102 SPRUCE CT CHEYENNE WY 82001 3074214956 MILWARD.SIMPSON@PLANKSTEWARDSHIP.ORG 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 ANNUALLY ON MARCH 31ST VIA EMAIL TO MILWARD.SIMPSON@PLANKSTEWARDSHIP.ORG 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 QUIVIRA COALITION 1413 SECOND STREET STE 1 SANTA FE NM 87505 NONE 501C3 SUSTAINABLE AG TECH ASSISTANCE 46600 WYOMING STOCKGROWERS ENDOWMENT TR 113 EAST 20TH STREET CHEYENNE WY 82003 NONE 501C3 RANCHER WILDFIRE RECOVERY SUPPORT 3535 WYOMING FARM BUREAU FOUNDATION 931 BOULDER DRIVE LARAMIE WY 82070 NONE 501C3 YOUNG FARMER AND RANCHER EDUCATION 10000 WINNETT ACES INC PO BOX 118 WINNETT MT 59087 NONE 501C3 SUSTAINABLE AGRICULTURE EDUCATION 25200 WYOMING STOCKGROWERS LAND TRUST PO BOX 268 CHEYENNE WY 82003 NONE 501C3 RANCHING SUCCESSION EDUCATION 8250 WOMEN IN RANCHING INC PO BOX 76 COHAGEN MT 59322 NONE 501C3 RANCHING EDUCATION FOR WOMEN 29000 INTERTRIBAL AGRICULTURE COUNCIL PO BOX 958 BILLINGS MT 59103 NONE 501C3 AG ED FOR NATIVE AMERICAN YOUTH 23000 CAMPBELL COUNTY CONSERVATION DISTRI 1414 E LINCOLN ST GILLETTE WY 82716 NONE GOV ECONOMIC SUSTAINABILITY EDUCATION 6000 JOHNSON COUNTY FIRE RELIEF FUND PO BOX 41 BUFFALO WY 82834 NONE GOV RANCHING WILDFIRE RECOVERY SUPPORT 20000 CUSTER COUNT MT CONSERVATION DISTRI 3120 VALLEY DRIVE EAST MILES CITY MT 59301 NONE GOV SUSTAINABLE AG ED FOR RANCHERS 1800 MONTANA ASSOCIATION OF CONSERVATION DISTRICTS 1101 11TH AVE HELENA MT 59601 NONE GOV CONSERVATION EDUCATION FOR RANCHERS 4950 MONTANA LAND RELIANCE 401 N CALIFORNIA ST HELENA MT 59601 NONE 501C3 LAND CONSERVATION AND STEWARDSHIP 27000 PHEASANTS FOREVER INC 1783 BUERKLE CIRCLE ST PAUL MN 551105254 NONE 501C3 WILDFIRE RELIEF EFFORTS FOR RANCHERS 20000 SHERIDAN COUNTY WY CONSERVATION DISTRICT 1949 SUGARLAND DR 102 SHERIDAN WY 82801 NONE GOV SUSTAINABLE AG ED FOR RANCHERS 9500 THUNDER BASIN GRASSLANDS PRAIRIE ECOSYSTEM ASSOCIATION 671 STEINLE ROAD DOUGLAS WY 82633 NONE 501C3 SUSTAINABLE AGRICULTURE TECH SUPPORT 27000 SHERIDAN COUNTY MT CONSERVATION DISTRICT 119 N JACKSON ST PLENTYWOOD MT 59254 NONE GOV WATER CONSERVATION MONITORING AND ED 25200 287035 14 913 14 174408 18 339162 514483 514483 false false false false false false false false false false ACCOUNTING FEES 6475 4856 1619 CORPORATE BONDS HIGH YIELD BONDS DOUBLELINE TOTAL RETURN BOND FUND 167143 161574 VANGUARD MORTGAGE-BACKED SECURITIES 87790 88232 ISHARES IBONDS DEC 2032 TERM CORPORA 102440 104318 ISHARES IBONDS DEC 2033 TERM CORPORA 103415 103537 VANGUARD INTERMEDIATE-TERM CORPORATE 295231 265373 ARTISAN HIGH INCOME FUND 43197 44874 VANGUARD HIGH-YIELD CORPORATE FUND 42694 44329 ISHARES PREFERRED AND INCOME SECURIT 43957 44016 ARTISAN HIGH INCOME FUND 2466 2561 VANGUARD HIGH-YIELD CORPORATE FUND 2437 2530 DOUBLELINE TOTAL RETURN BOND FUND 9061 8765 VANGUARD MORTGAGE-BACKED SECURITIES 5003 5033 ISHARES IBONDS DEC 2032 TERM CORPORA 6219 6317 ISHARES IBONDS DEC 2033 TERM CORPORA 6269 6275 VANGUARD INTERMEDIATE-TERM CORPORATE 16674 15091 ISHARES PREFERRED AND INCOME SECURIT 2510 2515 EQUITIES ALTERNATIVES HOURGLASS DFA GLOBAL REAL ESTATE SECURITIES PO 123582 123114 GMO RESOURCES FUND 93520 70535 NORTHERN MULTI-MANAGER GLOBAL LISTED 130539 127099 ABBOTT LABORATORIES 7020 10067 ALPHABET INC 9486 40132 AMAZON.COM INC 17455 46730 AMERICAN EXPRESS CO 6195 30866 APPLE INC 5274 55092 BERKSHIRE HATHAWAY INC 7258 25384 BLACKSTONE INC 19667 27587 BRISTOL-MYERS SQUIBB CO 15986 13914 CHARLES SCHWAB CORP/THE CISCO SYSTEMS INC 20775 34691 CITIGROUP INC 17010 16330 COMCAST CORP COMMUNICATION SERVICES SELECT SECTOR 23353 39111 CONSUMER DISCRETIONARY SELECT SECTOR 5664 8750 CONSUMER STAPLES SELECT SECTOR SPDR 13156 16508 COSTCO WHOLESALE CORP 7478 20158 DFA EMERGING MARKETS SMALL CAP PORTF 80507 84794 EMERSON ELECTRIC CO 5301 14500 ENERGY SELECT SECTOR SPDR FUND 21347 47541 FEDEX CORP 4103 8440 FIDELITY EMERGING MARKETS INDEX FUND 198212 212054 FIDELITY INTERNATIONAL INDEX FUND 178855 206340 FINANCIAL SELECT SECTOR SPDR FUND 21834 25760 GOLDMAN SACHS EMERGING MARKETS EQUIT 156140 172412 GOLDMAN SACHS GROUP INC/THE GOLDMAN SACHS INTERNATIONAL SMALL CA HEALTH CARE SELECT SECTOR SPDR FUND 35927 52689 HONEYWELL INTERNATIONAL INC 19451 24396 INDUSTRIAL SELECT SECTOR SPDR FUND 24813 29382 INTERCONTINENTAL EXCHANGE INC 9027 14454 INVESCO S&P 500 EQUAL WEIGHT ETF 152266 160861 ISHARES BIOTECHNOLOGY ETF 20692 21021 ISHARES CORE S&P 500 ETF 56551 117736 ISHARES CORE S&P MID-CAP ETF 110873 171353 ISHARES CORE S&P SMALL-CAP ETF 135055 142066 ISHARES CURRENCY HEDGED MSCI EAFE ET 185747 211558 ISHARES SEMICONDUCTOR ETF 25332 23704 JPMORGAN CHASE & CO 6752 26368 LOWE'S COS INC 11696 39241 MASCO CORP 11331 14296 MATERIALS SELECT SECTOR SPDR FUND 22194 26672 MCDONALD'S CORP 19202 24061 MICROSOFT CORP 10384 57324 MONDELEZ INTERNATIONAL INC 14154 15414 NIKE INC PALO ALTO NETWORKS INC 7531 34572 PEPSICO INC 7166 11100 PFIZER INC 15917 16369 QUALCOMM INC 10134 10600 REAL ESTATE SELECT SECTOR SPDR FUND 28111 30055 SALESFORCE INC 9805 14376 SKYWORKS SOLUTIONS INC 6848 8691 SPDR S&P REGIONAL BANKING ETF 17284 17441 SPDR S&P SEMICONDUCTOR ETF 22424 30559 TECHNOLOGY SELECT SECTOR SPDR FUND 35161 78824 UNION PACIFIC CORP 4956 15279 UNITEDHEALTH GROUP INC 4516 20234 UTILITIES SELECT SECTOR SPDR FUND 26925 31638 WALMART INC 9472 35779 WALT DISNEY CO 16474 20488 FLEXSHARES GLOBAL UPSTREAM NATURAL 71348 72175 FIDELITY REAL ESTATE INCOME FUND 127990 130864 GLOBAL X US INFRASTRUCTURE DEVELOPME 130908 144708 DOW INC COM 39180 28091 FREEPORT-MCMORAN INC 58452 72352 NEWMONT MINING CORP 80090 66996 DELTA AIR LINES 54416 90750 KIRBY CORP 30677 52900 APPLE INC 10042 100168 CISCO SYSTEMS 26574 62160 MICROSOFT CORP 25096 80085 NVIDIA CORPORATION 64152 80574 ORACLE CORP 35186 124980 HOME DEPOT INC 23032 77798 SYSCO CORP 94573 99398 WALMART, INC 51806 108420 ABBVIE INC HCA HEALTHCARE INC 44158 129065 ZIMMER BIOMET HLDGS INC 116009 116193 ALPHABET INC 58857 132510 CITIGROUP INC 87061 132333 COLDMAN SACHS GROUP INC 47731 143155 MORGAN STANLEY 32956 138292 BAKER HUGHERS COMPANY CL A 93774 106652 CONSOL ENERGY INC 65912 74676 KINDER MORGAN INC DEL 74005 109600 SCHLUMBERGER LTD 53605 69012 DFA GLOBAL REAL ESTATE SECURITIES PO 6921 7464 GMO RESOURCES FUND 5033 3796 FLESSHARES GLOBAL UPSTREAM NATURAL R 3810 3854 FIDELITY REAL ESTATE INCOME FUND 7338 7503 GLOBAL X US INFRASTRUCTURE DEVELOPME 8610 9577 NORTHERN MULTI-MANAGER GLOBAL LISTED 7444 7248 COMMUNICATION SERVICES SELECT SECTOR 4426 8035 CONSUMER DISCRETIONARY SELECT SECTOR 4050 8750 CONSUMER STAPLES SELECT SECTOR SPDR 3534 4559 DFA EMERGING MARKETS SMALL CAP PORTF 4898 4819 ENERGY SELECT SECTOR SPDR FUND 2051 2655 FIDELITY EMERGING MARKETS INDEX FUND 11388 12148 FIDELITY INTERNATIONAL INDEX FUND 11030 12844 FINANCIAL SELECT SECTOR SPDR FUND 6000 9763 GOLDMAN SACHS EMERGING MARKETS EQUIT 8714 9648 GOLDMAN SACHS INTERNATIONAL SMALL CA HEALTH CARE SELECT SECTOR SPDR FUND 2852 4677 INDUSTRIAL SELECT SECTOR SPDR FUND 2824 4875 INVESCO S&P 500 EQUAL WEIGHT ETF 8625 9112 ISHARES BIOTECHNOLOGY ETF 1171 1190 ISHARES CORE S&P 500 ETF 3504 7064 ISHARES SEMICONDUCTOR ETF 1154 1077 ISHARES CORE S&P MID-CAP ETF 11946 16201 ISHARES CORE S&P SMALL-CAP ETF 7895 8181 ISHARES CURRENCY HEDGED MSCI EAFE ET 10724 12440 MATERIALS SELECT SECTOR SPDR FUND 973 1262 REAL ESTATE SELECT SECTOR SPDR FUND 1452 1586 SPDR S&P SEMICONDUCTOR ETF 1081 1491 TECHNOLOGY SELECT SECTOR SPDR FUND 5971 15811 UTILITIES SELECT SECTOR SPDR FUND 1234 1665 24992 24998 LEGAL FEES 1834 1834 ACCRUED DIVIDENDS 2006 2462 2462 EXPENSES OFFICE SUPPLIES 2090 2090 WEBSITE 252 252 INSURANCE 2251 1125 1126 BANK CHARGES BOARD MEETING EXPENSES 6256 626 5630 DUES & SUBSCRIPTIONS INVESTMENT MANAGEMENT FEES - FIB 32478 32478 INVESTMENT MANAGEMENT FEES - HOU 20496 20496 FOREIGN TAXES ON DIVIDEND INCOME 4724 4724 WY SECY OF STATE EXCISE TAXES 4294