2026-05-26T12:39:25-04:00 2025-12-31 452315395 JERI EVANS & ASSOCIATES PLLC 5525 S 900 E STE 140 SALT LAKE CITY UT 84117 990PF 2025-01-01 870637968 JAMES FAMILY FOUNDATION JAME 8012296200 462 N 790 W LINDON UT 84042 MICHAEL B JAMES MANAGER 8012296200 2026-05-15 JERI EVANS CPA P00434575 8017122740 2026-05-26 2025 2025-03-06 01:10:19Z X 0 X X 15 15 15 2680 2680 2680 7329 15472 7343 10024 10038 2695 495 1467 201 2163 0 0 0 9000 2163 0 9000 7861 10038 2695 3495 7006 137647 154594 141142 161600 0 0 X 141142 161600 141142 161600 141142 161600 141142 7861 12597 161600 161600 7343 140 140 140 140 false false false false false false false true true UT true false false false false true N/A MICHAEL B JAMES 8012296200 462 N 790 W LINDON UT 840421463 false false false false false false false false false false false false false false false false false false false false MICHAEL B JAMES 462 N 790 W LINDON UT 840421463 MANAGER 000.00 0 0 0 NONE NONE ONE HEART ONE MIND 6500 ANASAZI FOUNDATION 2500 N/A 148722 3452 0 152174 152174 2283 149891 7495 7495 140 140 7355 7355 7355 9000 9000 7355 1376 1376 9000 7355 1645 3021 0 3021 1376 1645 MICHAEL B JAMES X ONE HEART ONE MIND 15905 POMERADO RD POWAY CA 92064 NONE PC INDIVIDUAL SPIRITUALITY 6500 ANASAZI FOUNDATION 1424 SOUTH STAPLEY DR MESA AZ 85204 NONE PC OUTDOOR BEHAVIORAL HEALTHCARE 2500 9000 15 2680 7329 10024 10024 false false false false false false false false false false INDIRECT ACCOUNTING FEES 495 RAYMOND JAMES PURCHASE 1259 1186 73 RAYMOND JAMES PURCHASE 6870 6957 -87 RAYMOND JAMES AT COST 154594 UNREALIZED GAINS 12597 INVESTMENT FEES 1467 FOREIGN TAX PAID 87 FEDERAL EXCISE TAX 114