2025-10-31T15:14:45-07:00 2024-12-31 860661421 CARNEAL & HUNT PLC 1222 E MISSOURI AVE STE 200 PHOENIX AZ 85014 990PF 2024-01-01 271854908 THE CAROL CRITCHFIELD FOUNDATION INC CARO 4809451777 4800 N 68TH STEET 108 SCOTTSDALE AZ 85251 CHRISTINA CRITCHFIELD HUBER President 2025-10-31 true true Robert G Carneal P00311217 6029578366 2024 2025-03-06 01:10:19Z X 1087793 X X 10400 10400 34488 34488 43837 182457 43837 59 59 88784 88784 37000 2190 630 630 2841 1885 42661 2515 0 50000 50000 92661 2515 50000 -3877 86269 5807 5807 76020 18256 18256 254600 25204 24240 160732 430880 734650 900942 2182 2056 2056 788886 785009 1087793 0 X 788886 785009 788886 785009 788886 785009 788886 -3877 785009 785009 NORTHERN TRUST FORM 1099 P 2024-01-01 2024-12-31 38248 39018 -770 -770 NORTHERN TRUST FORM 1099 P 2020-01-01 2024-12-31 133705 99602 34103 34103 Capital Gain Dividends 10504 43837 -770 1199 1199 1199 675 1800 2475 X 14 1262 1262 false false false false false false false true true AZ true false false false false true N/A CHRISTINA CRITCHFIELD HUBER 4809451777 4450 E CAMELBACK RD 1 PHOENIX AZ 85018 false false false false false false false false false false false false false false false false false false false false false false CHRISTINA CRITCHFIELD HUBER 4450 E CAMELBACK RD 1 PHOENIX AZ 85018 President 5.00 37000 NONE NONE 1066900 39739 0 1106639 0 1106639 16600 1090039 54502 54502 1199 1199 53303 53303 53303 50000 50000 53303 39201 55551 10066 104818 50000 0 50000 3303 3303 101515 0 35898 65617 55551 10066 X THE WALTER HIVE 6425 E THOMAS RD SCOTTSDALE AZ 85251 PC GENERAL SUPPORT 50000 50000 14 10400 14 34488 10504 33333 OTHER INVESTMENT INC. 14 59 55451 33333 88784 false false false false false false false false false false 2190 0 0 0 ORGANIZATIONAL COSTS 2010-05-13 14337 13065 15.0000 956 14021 30 SHS COSTCO 1806 27488 50 SHS HOME DEPOT 1818 19450 200 SHS CHARLES SCHWAB 2606 14802 75 SHS WALMART STORES 3738 20375 125 SHS WALT DISNEY 3921 13981 100 SHS FISERV INC 60 SHS META (FB) 6836 35131 70 SHS MICROSOFT CORP 3515 29505 283 SHS MFC ISHARES TR MSCI EM MKTS(EEM) AT COST 6171 11835 150 SHS MFC SEC SPDR TR BEN INT (XLV) AT COST 5435 20636 100 SHS MFC SEC SPDR TR CONS (XLY) AT COST 4333 22435 400 SHS MFC SEC SPDR RD FIN (XLF) AT COST 4767 19332 300 SHS SELECT SECTOR SPDR TR INDL (XLI) AT COST 12963 39528 174 SHS MFC SEC SPDR TR TECHN (XLK) AT COST 19318 40459 40 SHS POWERSHARES QQQ AT COST 2720 20449 1671.71 SHS MFB NRTHRN SM CAP (NOSGX) AT COST 21473 21853 2223.68 SHS MFO HARDING LOEVNER (HLMIX) AT COST 47702 54502 160 SHS MFC ISHARES TR S&P MIDCAP (IJJ) AT COST 501 SHS MFC FLXSHR MRNGSTR DEV MKT-TLTD AT COST 29015 34513 1356.91 SHS MFO DFA INVT DIM GR (DFCEX) AT COST 33000 31589 100 SHS MFC ISHARES TR CORE (IJR) AT COST 8587 11522 2968 SHS MFC ISHARES TR ST CORP BD IGSB AT COST 1410 SHS MFC ISHARES TR IT (IGIB) AT COST 88 SHS MFC SPDR S&P 500 ETF (SPY) AT COST 25412 51748 556.82 SHS MFO T ROWE PR NEWERA (TRNEX) AT COST 14901 20664 1411.47 SHS MFO NEUBRGR BERMAN EQ-NBIIX AT COST 15199.35 SHS MFO BLKROCK HY BD (BHYIX) AT COST 108066 108590 382 SHS MFC FLEXSHARES GL BR (NFRA) AT COST 20659 20713 326 SHS FLXSHRS TR GL QRTRLY RE IND-GQRE AT COST 15714 18576 2428.07 SHS MFB NO ULT SH FXD INC-NUSFX AT COST 1098 SHS MFC FLXSHHY VAL (HYGV) AT COST 663 SHS MFC ETF FLXSHRS US - RAVI AT COST 50008 49838 232 SHS SEL SEC SPDR TR FIN - XLE AT COST 20077 19873 511.18 SHS MFO INVESCO DEV MKTS -ODVIX AT COST 19329 19445 5870.02 MFO BLKROCK FDS V FLTG - BFRIX AT COST 328 SHS MFC FLXSHRS TR MRNGSTR GL- GUNR AT COST 1152.87 SHS MFO MFS INTL EQ FD (MIEIX) AT COST 40000 38990 24407.68 SHS MFO DBLLINE FDS TR CR-DBLFX AT COST 225000 223852 INVESTMENT INCOME RECEIVABLE 910 1740 1740 Net Intangible Assets 1272 316 316 Amortization 956 INVESTMENT FEES 1885 1885 OTHER INVESTMENT INC. 59 FOREIGN TAXES 630 630