2026-08-17T16:18:07-06:00 2025-12-31 391739847 TMS FINANCIAL 2680-2700 VERNON DRIVE GREEN BAY WI 54304 990PF 2025-01-01 472553141 ENGELS FAMILY FOUNDATION % JAMES ENGELS ENGE 6058687007 614 20TH AVE NW WATERTOWN SD 57201 JAMES ENGELS VICE PRESIDENT 6058687007 2026-05-07 true ABIGAIL SAVOLT P02197624 9204321985 2026-08-17 2025 2025-03-06 01:10:19Z X 534836 X 2700 X 856 856 15956 15956 29075 331460 29075 5860 54447 45887 2700 675 2025 5239 5239 7939 5914 2025 211402 211402 219341 5914 213427 -164894 39973 0 8408 33864 33864 26452 23417 23417 556014 382504 477555 13805 604679 439785 534836 0 0 X 604679 439785 604679 439785 604679 439785 604679 -164894 439785 439785 SALE OF PUBLICLY TRADED SECURITIES 327272 302385 24887 24887 CAPITAL GAINS DIVIDENDS 4188 4188 4188 29075 556 0 556 0 556 600 600 44 44 false false false false false false false false true true false false false false true NA JAMES ENGELS 6058687007 614 20TH AVENUE NW WATERTOWN SD 57201 false false false false false false false false false false false false false false false false false false false false false MICHELE ENGELS 614 20TH AVENUE NW WATERTOWN SD 57201 PRESIDENT 1.00 0 0 0 JAMES ENGELS 614 20TH AVENUE NW WATERTOWN SD 57201 VICE PRESIDENT 1.00 0 0 0 ASHLEY ENGELS 16480 HAWK RIDGE CT NW PRIOR LAKE MN 55372 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 546405 15258 0 561663 0 0 561663 8425 553238 27662 27662 556 556 27106 27106 27106 213427 213427 27106 23455 94475 90983 208913 213427 27106 186321 395234 0 23455 371779 94475 90983 186321 MICHELE ENGELS JAMES ENGELS NONE X WATERTOWN HIGH SCHOOL 200 9TH ST NE WATERTOWN SD 57201 NA PC FOOTBALL STADIUM FACILITY SUPPORT 131647 BUILD IT NOW 3015 1ST AVENUE NE WATERTOWN SD 57201 NA PC BUILD IT NOW CAMPAIGN 50000 WATERTOWN BASEBALL ASSOCIATION PO BOX 1461 WATERTOWN SD 57201 NA PC PROGRAM SUPPORT 15750 MAKE A WISH SOUTH DAKOTA 400 WEST 17TH STREET SIOUX FALLS SD 57104 NA PC WISH GRANT 10500 CITY OF WATERTOWN 23 2ND STREET NE PO BOX 910 WATERTOWN SD 57201 NA PC 4TH OF JULY FIREWORKS 1000 ARROW EDUCATION FOUNDATION 200 9TH STREET NE WATERTOWN SD 57201 NA PC EDUCATION 1000 GLACIAL LAKES HUMANE SOCIETY 1305 6TH AVE NW WATERTOWN SD 57201 NA PC FLOORING - IN-KIND DONATION 1506 211403 0 14 856 14 15956 18 29075 45887 45887 false false false false false false false false false false TAX PREP FEES 2700 675 0 2025 BAIRD AGGREGATE BOND FUND INST 52020 53569 PGIM HIGH YIELD FUND CLASS Q 1 9639 10252 PIMCO TOTAL RETURN FUND INSTIT 37460 39109 FIDELITY NEW MARKETS INCOME FU 8602 10245 TCW EMERGING MARKETS INCOME FU 12948 14683 DODGE & COX STOCK FUND 145 12151 14212 GOLDMAN SACHS ACTIVEBETA US 14752 29916 ISHARES CORE S&P TOTAL US STOC 64412 114343 TOUCHSTONE MID CAP FUND CLASS 9166 14847 VANGUARD MIDCAP VIPER 15128 23508 GOLDMAN SACHS GQP PARTNERS INT 11717 14760 T ROWE PRICE OVERSEAS STOCK F 0 0 NYLI MACKAY HIGH YIELD CORPORA 19999 19808 EMBARK COMMODITY STRATEGY FUND 13213 13407 AMEX ENERGY SELECT SPDR 0 0 EMBARK SMALL CAP EQUITY FUND C 0 0 PRINCIPAL MIDCAP FUND 13846 13426 WILLIAM BLAIR LARGE CAP GROWTH 17067 17764 ISHARES CORE MSCI EAFE ETF 21454 24870 JPMORGAN CORE BOND FUND CLASS 29023 29275 ISHARES CORE MSCI EMERGING MAR 19907 19561 PIMCO COMMODITY REAL RETURN STRATEG 0 0 FEDERAL TAX REFUND 5860 0 0 WF ACCOUNT FEES 5239 5239 0 0