# James Carroll Fox > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7157 ## Record - **Judge:** James Carroll Fox - **Year:** 2012 - **Report type:** Annual - **Pages:** 13 ## Text MICROSOFT CORP COMM PFIZER COMM MEDTRONIC COMM IRA%2 — Int/Div AUTOMATIC DATA PROCESSING INC COMM — Sold (part) WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM IRA#I — Int/Div GREENHAVEN CONTINUOUS ET COMMODITY INDEX FD MF — Sold (part) ISHARES COMEX GOLD TRUST MF — Sold (part) ISHARES DOW JONES US OIL & GAS EXPL & PROD INDEX MF — Sold (part) ISHARES SILVER TRLST MF — Buy POWERSHARES DB COMMODITY INDEX TRACKING FD MF — Sold (part) POWERSHARES DB COMMODITY INDEX TRACKING FD MF — Buy (add'l) POWERSHARES DB AGRICULTURE FUND MF — Sold (part) POWERSHARES DB AGRICULTURE FUND MF — Sold (part) POWERSHARES DB BASE METALS FUND MF — Sold (part) UNITED STATES GASOLINE FUND LP MF — Sold (part) WILLIS LEASE FINANCE CORP — Sold WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM BROKERAGE #1 COACH INC COMM — Int/Div EATON VANCE FUNDMF #2 — Int/Div WELLS FARGO ADVISORS BANK DEPOSIT SWEEP MM — Interest BROKERAGE #2 AMAZON COM INC COMM — None — Sold (part) AMAZON COM INC COMM — Buy (add'l) AMAZON COM INC COMM — Sold ARCHER DANIELS MIDLND CO COMM — Int/Div — Sold CAMPBELL SOUP CO COMM — Int/Div — Sold CONAGRA FOODS CO COMM — Int/Div — Sold EATON VANCE FUND MF #1 — Int/Div 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 #2 — Int/Div CITIENERGY LLC — None FOREXCO. INC — istnbution AMERICAN ENERGY INCOME FUND LLC — None — from line 40) TRLST#1 — Int/Div — A ARTIO INTL EQUITY MF — Sold CALAMOS MARKET NEUTRAL MF DODGE & COX INCOME FUND MF — Sold (part) DODGE & COX INTERNATIONAL MF — Sold (part) EXXON MOBILE CORP COMM FEDERATED TREASURY OBLIGATIONS FD M/M SING REAL ESTATE FUND MF — Sold (part) HEARTLAND VALUE PLUS INST MF — Buy (add'l) HEARTLAND VALUE PLUS INST MF — Sold (part) JANLS PERKINS MID CAP VALUE MF — Buy LC LOOMIS SAYLES BOND FUND MF MATTHEWS ASIA PACIFIC DIVIDEND FD MF — Buy MATTHEWS ASIA PACIFIC DIVIDEND FD MF — Sold (part) MUNDER MID CAP CORE GROWTH FUND MF — Sold OPPENHEIMER DEVELOPING MARKETS FUNDS CL Y MF — Buy PIMCO EMERGING MARKETS BOND FUND MF LS PIMCO HIGH YIELD FUND MF PIMCO LOW DURATION FUND MF PRUDENTIAL JENNISON MID CAP GROWTHFDINCCL Z MF — Buy PRUDENTIAL SHORT TERM CORPORATE BOND FD MF RS GLOBAL NATURAL RESOURCES FUND MF SCHRODER US OPPORTUNITY FD MF — Buy (add'l) SCHRODER US OPPORTUNITY FD MF — Sold (part) SSGA FUNDS EMERGING MKTS 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 — Buy (add'l) WELLS FAGO ADVISORS STRATEGIC GROWTH FUND MF — Sold (part) WELLS FAGO ADVISORS STRATEGIC GROWTH FUND MF — with line 72) WELLS FARGO FDS TR LC GROWTH FDINSTL MF — Open WELLS FARGO FDS TR LC GROWTH FDINSTL MF — Buy (add'l) WELLS FARGO FDS TR LC GROWTH FDINSTL MF — Sold (part) WESTPORT FDS SELECT CAP FD MF — Sold TRUST #2 — Int/Div — NOTEB ARTIO INTL ENERGY MF — Sold CALAMOS MARKET NEUTRAL MF COLUMBIA INCOME FUND MF — Buy (add'l) DODGE & COX INTNL FUND MF — Sold (part) FEDERATED TREASURY OBLIGATIONS FD M/M GOLDEN LG CORE VALLE FD MF — Sold GOLDMAN SACHS LARGE CAP VALUE FUND MF — Sold GOLDMAN SACHS GRTH OPPORTUNITIES FD MF — Sold HARBOR CAPITAL APPRECIATION FD MF — Buy HEARTLAND VALUE PLUS INST MF INGINTNL REAL ESTATE FD MF JANLS MID CAP VALUE FD MF MATTHEWS ASIA PACIFIC DIVIDEND FD — Buy MATTHEWS ASIA PACIFIC DIVIDEND FD — Sold (part) NUVEEN FLAGSHIP NC MUNI BOND FD MF OPPENHEIMER DEVELOPING MKTS FDS CL Y MF — Buy PARNASSUS EQUITY INCOME FUND MF — Buy (add'l) PARNASSUS EQUITY INCOME FUND MF — Buy (add'l) PIMCO EMERGING MARKETS BOND FUND MF PIMCO LOW DURATION FUND MF PRUDENTIAL JENNISON MID CAP GROETH FD INC CL Z MF — Buy PRUDENTIAL SHORT TERM CORPORATE BOND FD MF RS GLOBAL NATURAL RESOURCES FUND MF SCHRODER US OPPORTUNITY FD MF SSGA FDS EMERGING MKTS FUND MF — Sold TROWE PRICE REAL ESTATE FD MF VANGUARD SHORT TERM BOND INDEX FUND MF WELLS FARGO ADVISORS INTRINSIC VALUE FUND MF — Buy (add'l) WELLS FARGO ADVISORS INTRINSIC VALUE FUND MF — Buy (add'l) FOUNDATION 21 — Int/Div — C AT&T INC COMM ABBOTT LABORATORIES COMM 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 — Buy JOHNSON & JOHNSON COMM JOHNSON CONTROLS INC COMM — Buy MCDONALDS CORP COMM — Buy NUVEEN MULTI-STRATEGY 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 WILLIS LEASE FINANCE CORP COMM — Redeemed 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 $508,236 at December 31, 2012, NOTE D - 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 a mutual fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7157. Public record. Not legal advice.