2026-06-08T14:02:16-07:00 2025-12-31 860661421 CARNEAL & HUNT PLC 1222 E MISSOURI AVE STE 200 PHOENIX AZ 85014 990PF 2025-01-01 271854908 THE CAROL CRITCHFIELD FOUNDATION INC CARO 4809451777 4800 N 68TH STEET 108 SCOTTSDALE AZ 85251 CHRISTINA CRITCHFIELD HUBER President 2026-06-08 true Robert G Carneal P00311217 6029578366 2025 2025-03-06 01:10:19Z X 1149670 X X 36681 36681 55953 242076 55953 63 63 92697 92697 7000 2893 2420 620 356 40 12669 660 0 75000 75000 87669 660 75000 5028 92037 5807 7007 7007 18256 23167 23167 24240 22619 162451 734650 735996 957045 2056 1249 785009 790038 1149670 1 1 X 785009 790037 785009 790037 785009 790038 785009 5028 790037 790037 8 COSTCO WHOLESALE CORP NEW COM (COST) P 2000-04-12 2025-02-04 8164 482 7682 7682 10 META PLATFORMS INC COM USD0.000006 CL A (META) P 2016-06-16 2025-02-04 7035 1139 5896 5896 326 MFC FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD (GQRE) P 2020-04-22 2025-10-07 19615 15713 3902 3902 56 MFC STATE STREET ENERGY SELECT SECTOR SPDR ETF (XLE) P 2023-02-03 2025-11-20 5009 4846 163 163 176 MFC STATE STREET ENERGY SELECT SECTOR SPDR ETF (XLE) P 2023-02-03 2025-11-24 15675 15231 444 444 102 MFC STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF (XLI) P 2020-12-31 2025-02-04 13991 5574 8417 8417 29 MFC STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) P 2023-02-03 2025-11-20 8004 4150 3854 3854 1258.74 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL (BHYIX) P 2022-08-11 2025-02-04 9000 8878 122 122 6668.05 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL (BHYIX) P 2020-12-31 2025-05-30 47343 46759 584 584 937.58 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL (BHYIX) P 2024-10-04 2025-05-30 6657 6760 -103 -103 1066.1 MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I (DBLFX) P 2024-01-29 2025-11-20 10000 9915 85 85 903.29 MFO DOUBLELINE FUNDS TRUST CORE FIXED INCOME I (DBLFX) P 2024-01-29 2025-11-24 8500 8401 99 99 396.04 MFO HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO (HLMIX) P 2020-12-31 2025-02-04 10000 10070 -70 -70 469.85 MFO HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO (HLMIX) P 2018-01-05 2025-02-06 12000 11084 916 916 272.35 MFO INVESCO DEVELOPING MARKETS FUND (ODVIX) P 2020-12-31 2025-05-30 11000 10455 545 545 238.83 MFO INVESCO DEVELOPING MARKETS FUND (ODVIX) P 2024-01-29 2025-12-01 11414 8875 2539 2539 256.87 MFO MFS INSTL INTL EQTY FD (MIEIX) P 2024-07-18 2025-11-20 10000 9076 924 924 252.02 MFO MFS INSTL INTL EQTY FD (MIEIX) P 2020-12-31 2025-11-24 10000 8715 1285 1285 Capital Gain Dividends 18669 55953 1279 1279 1279 1262 300 1562 283 283 false false false false false false false true true AZ true false false false false true N/A CHRISTINA CRITCHFIELD HUBER 4809451777 4800 N 68TH STEET 108 SCOTTSDALE AZ 85251 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 4800 N 68TH STEET SCOTTSDALE AZ 85251 President 5.00 7000 NONE NONE 1117667 32802 0 1150469 0 1150469 17257 1133212 56661 56661 1279 1279 55382 55382 55382 75000 75000 55382 55551 10066 65617 75000 0 55382 19618 85235 0 85235 55551 10066 19618 X NOT MY KID 5310 E SHEA BLVD PHOENIX AZ 85254 PC GENERAL SUPPORT 25000 THE WALTER HIVE 6425 E THOMAS RD SCOTTSDALE AZ 85251 PC GENERAL SUPPORT 25000 PENFED FOUNDATION 7940 JONES BRANCH DR TYSONS VA 22102 PC GENERAL SUPPORT 25000 75000 14 14 36681 18669 37284 OTHER INVESTMENT INC. 14 63 55413 37284 92697 false false false false false false false false false false 2893 0 0 0 ORGANIZATIONAL COSTS 2010-05-13 14337 14021 15.0000 316 14337 22 SHS COSTCO 1324 18971 50 SHS HOME DEPOT 1818 17205 200 SHS CHARLES SCHWAB 2606 19982 225 SHS WALMART STORES 3738 25120 125 SHS WALT DISNEY 3921 14315 50 SHS META (FB) 5697 33005 70 SHS MICROSOFT CORP 3515 33853 283 SHS MFC ISHARES TR MSCI EM MKTS(EEM) AT COST 6175 15483 150 SHS MFC SEC SPDR TR BEN INT (XLV) AT COST 5434 23220 200 SHS MFC SEC SPDR TR CONS (XLY) AT COST 4333 23882 400 SHS MFC SEC SPDR RD FIN (XLF) AT COST 4767 21908 198 SHS SELECT SECTOR SPDR TR INDL (XLI) AT COST 7389 30714 290 SHS MFC SEC SPDR TR TECHN (XLK) AT COST 15167 41751 40 SHS POWERSHARES QQQ AT COST 2720 24572 2359.96 SHS MFB NRTHRN SM CAP (NOSGX) AT COST 28460 23718 3373.10 SHS MFO HARDING LOEVNER (HLMIX) AT COST 82025 91613 501 SHS MFC FLXSHR MRNGSTR DEV MKT-TLTD AT COST 29015 46458 1990.17 SHS MFO DFA INVT DIM GR (DFCEX) AT COST 51200 57874 100 SHS MFC ISHARES TR CORE (IJR) AT COST 8587 12018 88 SHS MFC SPDR S&P 500 ETF (SPY) AT COST 25412 60184 592.39 SHS MFO T ROWE PR NEWERA (TRNEX) AT COST 16339 23968 6358.91 SHS MFO BLKROCK HY BD (BHYIX) AT COST 45842 46170 546 SHS MFC FLEXSHARES GL BR (NFRA) AT COST 30662 33038 326 SHS FLXSHRS TR GL QRTRLY RE IND-GQRE AT COST 1549 SHS MFC ETF FLXSHRS US - RAVI AT COST 116690 116748 232 SHS SEL SEC SPDR TR FIN - XLE AT COST 511.18 SHS MFO INVESCO DEV MKTS -ODVIX AT COST 649.84 SHS MFO MFS INTL EQ FD (MIEIX) AT COST 22447 26370 22438.29 SHS MFO DBLLINE FDS TR CR-DBLFX AT COST 206685 210787 433 SHS MFC ISHARES TR GLOBAL INFR (IGF) AT COST 26647 26569 INVESTMENT INCOME RECEIVABLE 1740 1249 Amortization 316 INVESTMENT FEES 40 40 OTHER INVESTMENT INC. 63 Rounding 1 EXCISE TX 1800 FOREIGN TAXES 620 620