James Carroll Fox

2005

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

278
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

A
NOTEB
C
Reporting Period 01/01/2005 to 12/31/2005
= _— J— — i = & lw} ria on

As filed

IBM CORP COMM — Sale

MICROSOFT CORP COMM

ORACLE CORP COMM

WYETH COMM

INTEL CORP COMM

IRA #2 — Int/Div

MEDTRONIC COMM

MICROSOFT CORP COMM

PFIZER COMM — Sale

WACHOVIA CORP COMM

RESERVE PRIMARY FUND M/M

IRA #1 — Int/Div

ABBOTT LABORATORIES COMM

MEDTRONIC COMM

TIME WARNER INC COMM (AOL TIME WARNER INC)

BB&T CORP COMM

CREE INC COMM — Buy

CREE INC COMM — Sale

EBAY INC COMM — Buy

EBAY INC COMM — Sale

22. .GENERAL ELECTRIC CO COMM

KAYDON CORP COMM — Sale

LILLY, ELI & CO COMM

MERRILL LYNCH & CO INC COMM

MICROSOFT CORP COMM

PROCTER & GAMBLE CO COMM (GILLETTE CO. COMM) — Buy

TEXAS INSTRUMENTS INC COMM

THE CHUBB CORP COMM

WYETH COMM

RESERVE PRIMARY FUND M/M

BROKERAGE #1

BAXTER — None — Sale

BROKERAGE #2

RESERVE PRIMARY FUND M/M — Int/Div

BAXTER — None — Sale

EATON VANCE FUND #1 (CAPITAL EXCHANGE FUND #1) — Int/Div

CHESTNUT ST. EXCHANGE FUND #1 — Int/Div

FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #1 — Int/Div

VK AMERICAN EXCHANGE FUND #1 — Int/Div

EATON VANCE FUND #2 (CAPITAL EXCHANGE FUND #2) — Int/Div

CHESTNUT ST EXCHANGE FUND #2 — Int/Div

FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #2 — Int/Div

VK AMERICAN EXCHANGE FUND #2 — Int/Div

GALLAHER GROUP PLC #2 COMM — Int/Div

TRUST #1 — Int/Div — A

DUPONT COMM — Sale

CREE INC COMM — Buy

3M CO COMM — Buy

5S. - ALLTEL CORP — Buy

DELL INC COM — Buy

DIAGEO PLC — Buy

QUALCOMM INC — Buy

LUCENT TECHNOLOGIES — Buy

LUCENT TECHNOLOGIES — Sale

PEREGRINE SYSTEMS INC — Buy

PEREGRINE SYSTEMS INC — Sale

TYCO INTL COMM

65. -COCA-COLA CO COMM — Sale

CVS CORP COMM — Split

PROCTER & GAMBLE CO COMM

WAL-MART STORES INC COMM

LOWES CO COMM

TARGET CORP COMM

CISCO SYSTEMS INC COMM

HEWLETT PACKARD CO COMM

PFIZER INC COMM — Sale

ABBOTT LABS COM

INC COM

FIFTH THIRD BANCORP COM — Sale

US BANCORP DEL COM NEW

ZIMMER HOLDINGS INC COMM

FPL. GROUP INC COMM — Split

EXXON MOBIL CORP COMM

SBC COMMUNICATIONS INC COMM (AT&T Inc) — Sale

SBC COMMUNICATIONS INC COMM (AT&T Inc) — Merger

COMMUNICATIONS COMM

CITIGROUP INC COMM

HARTFORD FINANCIAL SERVICES GROUP COMM

JP MORGAN CHASE & CO COMM

WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND

TRUST #2 — Int/Div — NOTEB

97. -GENERAL ELECTRIC COMM

TYCO INTL COMM

COCA-COLA CO COMM — Sale

ALTRIA GROUP INC COMM (PHILIP MORRIS)

CARNIVAL CORP COMM

LOWES COMM

105. -TARGET CORP COMM

CISCO SYS COMM

HEWLETT PACKARD COMM

INTEL CORP COMM

IBM CORP COMM — Sale

PROCTER & GAMBLE — Buy

3M CO COMM — Buy

ALLTEL CORP COMM — Buy

DIAGO PLC — Buy

QUALCOMM INC COMM — Buy

LUCENT TECHNOLOGIES — Buy

LUCENT TECHNOLOGIES — Sale

MICROSOFT CORP COMM

ORACLE CORP COMM

AMGEN INC COMM

ABBOTT LABS COM

JOHNSON & JOHNSON COMM

PFIZER INC COMM — Sale

ZIMMER HOLDINGS INC COMM

EXXON MOBIL CORP COMM

FPL GROUP INC COMM — Split

BELLSOUTH CORP COMM — Sale

DELL INC COM — Buy

SBC COMMUNICATIONS COMM (AT&T INC) — Sale

SBC COMMUNICATIONS COMM (AT&T INC) — Merger

AMERICAN INTL GROUP COMM

BANK AMERICA CORP COMM

HARTFORD FINANCIAL SERVICES GROUP INC COMM

JP MORGAN CHASE & CO COMM

WACHOVIA CORP COMM

WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND

FOUNDATION #1 — Int/Div — C

WYETH COMM — Sale

BB&T CORP COMM — Sale

BP AMOCO COMM

DUKE ENERGY CORP COMM

LILLY, ELI & CO COMM

PIEDMONT NATUARAL GAS COMM

STURM RUGER & CO COMM — Sale

WACHOVIA CORP COMM

AMERIVEST PPTYS INC DEL COMM — Sale

AMOCO CANADA BOND 02/15/05 — Redemption

BALTIMORE GAS & ELEC CO BOND

UNION TANK CORP BOND 06/01/09

CONSOLIDATED EDISON BOND 05/01/10

155. -FORD MOTOR CREDIT CORP NOTE 10/28/09

VERIZON MARYLAND BOND

RESERVE PRIMARY FUND M/M

RESERVE PRIMARY FUND M/M — Re — 3 ep — Reporting Period 01/01/2005 to 12/31/2005

AMERICAN INTERNATIONAL GROUPINC

AUTOMATIC DATA PROCESSING INC COMM

MEDTRONIC COMM

MICROSOFT CORP COMM

PFIZER COMM — Sale

WACHOVIA CORP COMM

RESERVE PRIMARY FUND M/M

IRA #1 — Int/Div

ABBOTT LABORATORIES COMM

COMM

AMERICAN EXPRESS COMPANY COMM

TIME WARNER INC COMM (AOL TIME WARNER INC)

BB&T CORP COMM

CREE INC COMM — Buy

CREE INC COMM — Sale

EBAY INC COMM — Buy

EBAY INC COMM — Sale

DELL INC COMM (DELL COMPUTER CORP)

BANK OF AMERICA (FLEETBOSTON FINANCIAL CORP)

GENERAL ELECTRIC CO COMM

KAYDON CORP COMM — Sale

LILLY. ELI & CO COMM

MERRILL LYNCH & CO INC COMM

MICROSOFT CORP COMM

PROCTER & GAMBLE CO COMM (GILLETTE CO.) — Buy

PROCTER & GAMBLE CO COMM (GILLETTE CO.) — Merger

AMERIPRISE FINANCIAL — SpinOff

30. -ROYAL DUTCH PETROLEUM CO COMM

TEXAS INSTRUMENTS INC COMM

THE CHUBB CORP COMM

WYETH COMM

RESERVE PRIMARY FUND M/M

BROKERAGE #1

RESERVE PRIMARY FUND M/M — Int/Div

BAXTER — Sale

BROKERAGE #2

EATON VANCE FUND #1 (CAPITAL EXCHANGE FUND #1) — Int/Div

FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #1 — Int/Div

VK AMERICANEXCHANGE FUND #1 — Int/Div

CHESTNUT ST EXCHANGE FUND #2 — Int/Div

FEDERATED CAPITAL APPRECIATION EXCHANGE FUND #2 — Int/Div

VK AMERICAN EXCHANGE FUND #2 — Int/Div

TRUST #1 — Int/Div — A

DUPONT COMM — Sale

GENERAL ELECTRIC CO COMM — Sale

CREE INC COMM — Buy

3M CO COMM — Buy

ALLTEL CORP — Buy

56. -DELL INC COM — Buy

57. .DIAGEO PLC — Buy

QUALCOMM INC — Buy

LUCENT TECHNOLOGIES — Buy

LUCENT TECHNOLOGIES — Sale

PEREGRINE SYSTEMS INC — Buy

PEREGRINE SYSTEMS INC — Sale

TYCO INTL COMM

COCA-COLA CO COMM — Sale

CVS CORP COMM — Split

PROCTER & GAMBLE CO COMM

WAL-MART STORES INC COMM

LOWES CO COMM

PHARMACEUTICAL PROD DEV COMM

TARGET CORP COMM

HEWLETT PACKARD CO COMM

INTEL CORP COMM

IBM CORP COMM — Sale

MICROSOFT CORP COMM

ORACLE CORP COMM

78. -WYETH COMM

BRISTOL-MYERS SQUIBB CO COMM

PFIZER INC COMM — Sale

ABBOTT LABS COM

MEDTRONIC INC COM

FIFTH THIRD BANCORP COM — Sale

US BANCORP DEL COM NEW

FPL GROUP INC COMM — Split

EXXON MOBIL CORP COMM

SBC COMMUNICATIONS INC COMM (AT&T Inc) — Sale

SBC COMMUNICATIONS INC COMM (AT&T Inc) — Merger

VERIZON COMMUNICATIONS COMM

BANK AMERICA COMM

CITIGROUP INC COMM

HARTFORD FINANCIAL SERVICES GROUP COMM

JP MORGAN CHASE & CO COMM

WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND

GENERAL ELECTRIC COMM

TYCO INTL COMM

UNITED TECHNOLOGIES CORP COMM — Split

100. -COCA-COLA CO COMM — Sale

ALTRIA GROUP INC COMM (PHILIP MORRIS)

104. -LOWES COMM

TARGET CORP COMM

CISCO SYS COMM

HEWLETT PACKARD COMM

INTEL CORP COMM

IBM CORP COMM — Sale

PROCTER & GAMBLE — Buy

3M CO COMM — Buy

ALLTEL CORP COMM — Buy

DIAGO PLC — Buy

QUALCOMM INC COMM — Buy

LUCENT TECHNOLOGIES — Buy

LUCENT TECHNOLOGIES — Sale

MICROSOFT CORP COMM

ORACLE CORP COMM

AMGEN INC COMM

ABBOTT LABS COM

MEDTRONIC INC. COM

JOHNSON & JOHNSON COMM

PFIZER INC COMM — Sale

WYETH COMM

ZIMMER HOLDINGS INC COMM

EXXON MOBIL CORP COMM

FPL GROUP INC COMM — Split

BELLSOUTH CORP COMM — Sale

DELL INC COM — Buy

SBC COMMUNICATIONS COMM (AT&T INC) — Sale

SBC COMMUNICATIONS COMM (AT&T INC) — Merger

BANK AMERICA CORP COMM

HARTFORD FINANCIAL SERVICES GROUP INC COMM

JP MORGAN CHASE & CO COMM

WACHOVIA CORP COMM

WACHOVIA (FIRST UNION) SHORT-TERM INVESTMENT FUND

FOUNDATION #1 — Int/Div — C

WYETH COMM — Sale

BB&T CORP COMM — Sale

BP AMOCO COMM

DUKE ENERGY CORP COMM

LILLY, ELI & CO COMM

NUVEEN PREF & CONV INCOME MF — Sale

PIEDMONT NATUARAL GAS COMM

STURM RUGER & CO COMM — Sale

VERIZON COMMUNICATIONS COMM

WACHOVIA CORP COMM

AMERIVEST PPTYS INC DEL COMM — Sale

150. -AMOCO CANADA BOND 02/15/05 — Redemption

BLOCK FINANCIAL CORP BOND 04/15/07

UNION TANK CORP BOND 06/01/09

5., = _— J— — i = & lw} ria on

NOTE A - Under the distributive provisions of the Trust # 1, the income of said trust, within the sole and absolute discretion of the corporate trustee thereof, a

trustee being James C. Fox, may be distributed in whole or part to 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 necessary to meet the reasonable needs of such beneficiary. 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 theTrust # 2 (with James C. Fox as a co-trustee), the income of said trust, within the sole and absolute discretion of

the corporate tru:

stee thereof, ma

distributed in whole or part to members. The class of potential distributees may be increased by the 4 of additional

members and by

The corporate trustee, in its sole discretion, may distribute all or any portion of the corpus of said trust to any one or

more of such beneficiaries if necessary to meet the reasonable needs of such beneficiary. James C. Fox has a testamentary limited power of appointment in regard

Sai———

to the corpus of the trust.

NOTE C - James C. Fox is a co-trustee of the Foundation # 1, a trust created and operated exclusively for charitable, religious, scientific and educational purposes.

The assets of the trust approximated $612,800 at December 31, 2005.

NOTE D - Abbreviations used in the description 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 a mutual fund.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.