# James Carroll Fox > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15523 ## Record - **Judge:** James Carroll Fox - **Year:** 2013 - **Report type:** Annual - **Pages:** 13 ## Text IRA%2 — Int/Div AUTOMATIC DATA PROCESSING INC COMM — Sold (part) MEDTRONIC COMM MICROSOFT CORP COMM PFIZER COMM WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM IRA#I — Interest GREENHAVEN CONTINUOUS ET COMMODITY INDEX FD MF — Sold ISHARES COMEX GOLD TRUST MF — Buy (add'l) ISHARES COMEX GOLD TRUST MF — Sold (part) ISHARES DOW JONES US OIL & GAS EXPL & PROD INDEX MF — Sold 1SHARES SILVER TRUST MF — Buy (add'l) POWERSHARES DB COMMODITY INDEX TRACKING FD MF — Sold POWERSHARES DB AGRICULTURE FUND MF — Sold POWERSHARES DB BASE METALS FUND MF — Sold UNITED STATES GASOLINE FUND LP MF — Sold WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM BROKERAGE #1 COACH INC COMM — Int/Div EATON VANCE CAPITAL EXCHANGE FD MF — Int/Div FEDERATED EQUITY INCM CL A MF — Distribution — Open WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM — Interest BROKERAGE #2 EATON VANCE CAPITAL EXCHANGE FD MF — Int/Div FEDERATED EQUITY INCM CL A MF — Distribution — Open WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM — Interest CHESTNUT STREET EXCHANGE FUND MF #1) — Int/Div INVESCO VAN KAMPEN EXCHANGE FUND MF # — Int/Div CHESTNUT STREET EXCHANGE FUND MF#2 — Int/Div INVESCO VAN KAMPEN EXCHANGE FUNDMF 22 — Int/Div CITIENERGY LLC — None FOREXCO. INC — None — with line 15) — NOTED AMERICAN ENERGY INCOME FUND LLC — None TRLST#2) — Int/Div — A AIM GRWTH SER INVESCO GRWTH SER MF — Buy AIM GRWTH SER INVESCO GRWTH SER MF — Sold (part) SCALAMOS MARKET NEUTRAL MF DODGE & COX INCOME FUND MF DODGE & COX INTERNATIONAL MF — Sold (part) DODGE & COX INTERNATIONAL MF — Sold (part) EXXON MOBILE CORP COMM FEDERATED TREASURY OBLIGATIONS FD MM — Sold ING REAL ESTATE FUND MF — Sold (part) ING REAL ESTATE FUND MF — Sold (part) ING REAL ESTATE FUND MF — Sold (part) HEARTLAND VALUE PLUS INST MF — Sold (part) ISHARES TR RUSSELL 2000 GRWTH INDEX FUND MF — Buy ISHARES TR RUSSELL 2000 GRWTH INDEX FUND MF — Sold (part) JANIS PERKINS MID CAP VALLE MF — Sold JP MORGAN MC VALUE INSTL MF — Buy JP MORGAN MC VALUE INSTL MF — Sold (part) LOOMIS SAYLES BOND FUND MF — Sold MATTHEWS ASIA PACIFIC DIVIDEND FD MF — Sold (part) MATTHEWS ASIA PACIFIC DIVIDEND FD MF — Sold (part) OPPENHEIMER DEVELOPING MARKETS FUNDS CL Y MF OPPENHEIMER SR FLOATING RATE FD CL Y MF — Buy PIMCO EMERGING MARKETS BOND FUND MF PIMCO HIGH YIELD FUND MF PIMCO LOW DURATION FUND MF PRUDENTIAL JENNISON MID CAP GROWTH FD INC CL Z MF — Sold (part) PRUDENTIAL SHORT TERM CORPORATE BOND FD MF RS GLOBAL NATURAL RESOURCES FUND MF SCHRODER US OPPORTUNITY FD MF — Sold VANGUARD SHORT TERM BOND INDEX FUND MF WELLS FARGO ADVISORS INTRINSIC VALUE FUND MF — Sold (part) WELLS FARGO ADVISORS INTRINSIC VALUE FUND MF — Sold (part) WELLS FARGO FDS TR LC GROWTH FDINSTL MF — Sold (part) WELLS FARGO FDS TR LC GROWTH FDINSTL MF — Sold (part) TRUST #2 — Int/Div — NOTEB AIM GRWTH SER INVESCO GRWTH SER MF — Buy CALAMOS MARKET NEUTRAL MF COLUMBIA INCOME FUND MF DODGE & COX INTNL FUND MF — Sold (part) FEDERATED TREASURY OBLIGATIONS FD M/M — Sold HARBOR CAPITAL APPRECIATION FD MF — Sold (part) HEARTLAND VALUE PLUS INST MF ING INTNL REAL ESTATE FD MF ISHARES TR RUSSELL 2000 GRWTH INDES MF — Buy JANUS MID CAP VALLE FD MF — Sold JP MORGAN MC VALUE INSTL MF — Buy JP MORGAN MC VALUE INSTL MF — Sold (part) MATTHEWS ASIA PACIFIC DIVIDEND FD — Sold (part) NUVEEN FLAGSHIP NC MUNI BOND FD MF OPPENHEIMER DEVELOPING MKTS FDSCLY MF OPPENHEIMER SR FLOATING RATE FD CL Y MF — Buy PARNASSUS EQUITY INCOME FUND MF — Sold (part) PIMCO EMERGING MARKETS BOND FUND MF PIMCO LOW DURATION FUND MF PRUDENTIAL JENNISON MID CAP GROETH FD INC CL Z MF — Sold (part) PRUDENTIAL SHORT TERM CORPORATE BOND FD MF RS GLOBAL NATURAL RESOURCES FUND MF SCHRODER US OPPORTUNITY FD MF — Sold TROWE PRICE REAL ESTATE FD MF — Sold (part) VANGUARD SHORT TERM BOND INDEX FUND MF — Sold WELLS FARGO ADVISORS INTRINSIC VALUE FUND MF — Sold (part) FOUNDATION 21 — Int/Div — C AT&T INC COMM ABBOTT LABORATORIES COMM ABBVIE INC COMM — from line 100) BAXTER INTERNATIONAL INC COMM BB&T CORP COMM BP AMOCO COMM CHEVRON CORPORATION COMM DUKE ENERGY CORP NEW COMM EXXON MOBIL CORP COMM INTEL CORP COMM ISHARES SILVER TRUST COMM — Buy JOHNSON & JOHNSON COMM JOHNSON CONTROLS INC COMM — Sold MCDONALDS CORP COMM NUVEEN MULTI-SSTRATEGY INCOME & GRTH FUND MF PFIZER INC COMM PIEDMONT NATURAL GAS COMM SCANNA CORP COMM SPECTRA ENERGY CORP COMM VERIZON COMMUNICATIONS COMM WELLS FARGO CO COMM WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM TESTAMENTARY LIMITED POWER OF APPOINTMENT, TRUST # TESTAMENTARY LIMITED POWER OF APPOINTMENT, TRUST #2 NOTE A - Under the distributive provisions of the Tust # 1, the income of said trust, within the sole and absolute discretion of the corporate trustee thereof, may be distributed in whole or in part to members. The class of potential distributees may be increased by the birth of additional members and by future marriage of members, The corporate trustee, in its sole discretion, may distribute all or any portion of the corpus of said trust to any one or more such beneficiaries if neccessary to meet the reasonable needs of such beneficiary, James C. Fox was a co-trustee until his resignation and appointment of 4 successor trustee on August 16, 2006. James C. Fox has a testamentary limited power of appointment with regard to the corpus of the trust. NOTE B - Under the distributive provisions of the Tust # 2, the income of said trust, within the sole and absolute discretion of the corporate trustee thereof, may be distributed in whole or in part to members. The class of potential distributees may be increased by the birth of additional members and by future marriage of members. The corporate trustee, in its sole discretion, may distribute all or any portion of the corpus of said trust to any one or more such beneficiaries if neccessary to meet the reasonable needs of such beneficiary. James C. Fox was a co-trustee until his resignation and appointment of 4 successor trustee on August 16, 2006. James C. Fox has a testamentary limited power of appointment with regard to the corpus of the trust. NOTE C - James C. Fox is a co-trustee of the Foundation # 1, a trust created and operated for charitable, religious, scientific and educational purposes, The assets of the trust approximated $565,181 at December 31, 2013. NOTE D - Forexco, Inc.was reorganized to become American Energy Income Fund LLC on 07/01/12. NOTE E - Abbreviations used in the descriptions of assets, Part VII include the following: "COMM" designates common stock; "PREF" designates preferred stock; "M/M™ designates a cash equivalent money market account, "BOND" designates a corporate bond; "MUNI" designates a tax exempt bond; and "MF designates 8 mutual fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15523. Public record. Not legal advice.