2024-03-11T02:13:40-00:00 2023-12-31 562257542 JD Cox & Associates Co Inc PO Box 492 Fuquay Varina NC 27526 990PF 2023-01-01 561941321 Evelyn B Pope & Ruth P Pope Charitable Foundation % James D Cox EVEL 9197537713 PO Box 492 FUQUAY VARINA NC 27526 James D Cox Trustee 9197537713 2024-03-06 true James Cox XXX-XX-XXXX James D Cox P01276825 9197537713 2024-03-11 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 188698 X 554 554 4112 4112 -3177 31386 0 1489 4666 6724 1875 1875 839 839 84 8 8 9530 0 2722 0 0 9530 0 2722 -8041 4666 6249 2608 2608 181116 176716 186090 187365 179324 188698 0 X 187365 179324 187365 179324 187365 179324 187365 -8041 179324 179324 50 sh Metropolitan West T.R. P 2022-06-30 2023-06-29 453 461 -8 -8 22.29 sh T.Rowe Price Blue Chip Growth P 2022-10-19 2023-02-21 2500 2505 -5 -5 2 sh Vanguard Total Int. P 2023-04-10 2023-04-27 119 119 385 sh Lord Abbett Bond Fund P 2021-11-21 2023-04-27 2700 3279 -532 -532 165 sh Metropolitan West T.R. P 2021-11-17 2023-02-21 1500 1808 -297 -297 1650 sh Metropolitan West T.R. P 2021-11-17 2023-06-29 14937 17991 -3054 -3054 148 sh Vanguard Total Int. P 2021-11-16 2023-04-27 7219 8458 -1239 -1239 -3177 -13 65 65 65 65 false false false false false false false true true NC true false false false false true James D Cox 9197537713 4308 Windsong Circle Apex NC 27539 false false false false false false false false false false false false false false false false false false false false false false JAMES D COX 4308 WINDSONG CIRCLE APEX NC 27539 TRUSTEE 010.00 3362 STANLEY L DALTON 12612 SCENIC DR RALEIGH NC 27614 TRUSTEE 010.00 3362 NONE NONE N/A 0 178916 2911 0 181827 181827 2727 179100 8955 8955 65 65 8890 8890 8890 2722 2722 8890 20604 12846 33450 2722 2722 6168 6168 27282 0 14436 12846 12846 NONE NONE X Zeta Phi Beta Society 2533 Sanderford Rd Raleigh NC 27611 None POF Benefit After School Program 1800 Alpha Kappa Society 2325 Garner Rd Raleigh NC 27610 None POF Benefit After School Program 1800 3600 554 4112 -3177 Refund 1489 1489 3 The Pope Foundation is primarily supported by gifts from individuals and estates. These gifts are invested with 4 the income distributed to designated charities, primarily benefiting children and the African American Community, 8 including a new cultural and educational museum, and returning military with disabilities. false false false false false false false false false false X J.D. COX ASSOCIATES CO., INC. 1875 1875 MUTUAL FUNDS 176716 186090 Bank Service Charge 8 8 Charles Schwab Advisors 839 839 Income tax 43 Foreign taxes paid 41