Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 10-01-2023 , and ending 09-30-2024
Name of foundation
THE BROOKS AND SUZANNE RAGEN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)434 MCGILVRA BLVD E
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981125046
A Employer identification number

81-2407141
B Telephone number (see instructions)

(206) 324-4843
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,756,804J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 115,479 115,479  
4 Dividends and interest from securities... 349,972 349,972  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -49,531
b Gross sales price for all assets on line 6a 2,749,129
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,415,920 465,451  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,176 0   16,176
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,307 29,307   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,973 973   5,000
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
529 0   529
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,985 30,280   21,705
25 Contributions, gifts, grants paid....... 805,000 805,000
26 Total expenses and disbursements. Add lines 24 and 25 856,985 30,280   826,705
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 558,935
b Net investment income (if negative, enter -0-) 435,171
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 22,472 7,772 7,772
2 Savings and temporary cash investments......... 53,088 102,975 102,975
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 473,042 0 0
b Investments—corporate stock (attach schedule)....... 10,966,048 Click to see attachment
List of Attached Documents:
// Content
11,131,969 		16,214,876
c Investments—corporate bonds (attach schedule)....... 2,630,968 Click to see attachment
List of Attached Documents:
// Content
3,461,833 		3,431,181
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,145,618 14,704,549 19,756,804
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,145,618 14,704,549
29 Total net assets or fund balances (see instructions)..... 14,145,618 14,704,549
30 Total liabilities and net assets/fund balances (see instructions). 14,145,618 14,704,549
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,145,618
2
Enter amount from Part I, line 27a .....................
2
558,935
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,704,553
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,704,549
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 30,000SHS UST NOTE 2.875 P 2022-12-05 2023-10-31
b 30,000SHS UST NOTE 1.375 P 2023-01-05 2023-10-02
c 65,000SHS UST NOTE 2.125 P 2023-06-20 2023-11-30
d 1,417SHS AVALONBAY COMMNTYS INC P 2020-01-01 2024-04-25
e 357SHS AIR PRODUCTS & CHEMICALS INC P 2020-01-01 2024-07-10
597SHS AMEREN ILLINOIS 4% PFD P 2017-01-01 2024-05-07
103SHS AMERICAN TOWER CORP NEW P 2023-03-29 2024-04-16
534SHS AMERICAN TOWER CORP NEW P 2023-12-31 2024-04-16
59SHS BROADRIDGE FINANCIAL SOLUTIONS INC P 2019-01-01 2024-05-17
1,000SHS CARRIER GLOBAL CORP P 2021-01-01 2024-09-30
680SHS DOLLAR GENL CORP NEW P 2023-12-31 2024-03-18
1,000SHS EIDP INC $3.50PFD PERPTL P 2017-11-02 2024-04-30
1,083SHS ECOLAB INC P 2019-01-01 2024-01-23
8,000SHS PFIZER INC P 2017-10-31 2024-09-05
1,444SHS UNION ELECTRIC CO P 2017-12-31 2024-09-30
53SHS WATSCO INC A P 2019-03-13 2024-05-17
278SHS WI ELEC PWR PFD PERPTL P 2017-11-02 2024-07-25
360SHS XYLEM INC P 2018-11-06 2024-05-01
200,000SHS ALPHABET INC 3.375 P 2018-06-28 2024-02-26
100,000SHS GILEAD SCIENC 3.7 P 2023-06-21 2024-04-01
90,000SHS PEPSICO INC P 2023-04-05 2024-03-01
230,000SHS UST NOTE 2.25 P 2023-01-20 2024-01-02
125,000SHS UST NOTE 2.5 P 2023-07-18 2024-01-31
150,000SHS UST NOTE 2.5 P 2024-01-05 2024-05-31
200,000SHS WALT DISNEY 1.75 P 2018-07-19 2024-08-30
165,000SHS UST NOTE 3.25 P 2024-06-04 2024-09-03
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,000   30,000 0
b 30,000   30,000 0
c 65,000   65,000 0
d 269,902   241,383 28,519
e 91,230   97,776 -6,546
38,805   56,715 -17,910
17,833   20,350 -2,517
92,455   100,381 -7,926
11,980   7,557 4,423
58,206   45,827 12,379
105,938   128,226 -22,288
55,114   91,000 -35,886
215,866   166,622 49,244
227,314   264,366 -37,052
89,831   136,016 -46,185
24,928   7,552 17,376
17,792   25,576 -7,784
46,935   25,145 21,790
200,000   200,000 0
100,000   100,000 0
90,000   90,000 0
230,000   230,000 0
125,000   125,000 0
150,000   150,000 0
200,000   199,168 832
165,000   165,000 0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       0
d       28,519
e       -6,546
      -17,910
      -2,517
      -7,926
      4,423
      12,379
      -22,288
      -35,886
      49,244
      -37,052
      -46,185
      17,376
      -7,784
      21,790
      0
      0
      0
      0
      0
      0
      832
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -49,531
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,049
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,049
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,049
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,994
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,994
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 945
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow945 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTP://THERAGENFAMILYFOUNDATION.COM
14
The books are in care ofright arrowCAMERON B RAGEN Telephone no.right arrow (206) 324-4843

Located atright arrow434 MCGILVRA BLVD ESEATTLEWA ZIP+4right arrow981125046
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MATTHEW B RAGEN PRESIDENT
0.50 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
SUZANNE M RAGEN VICE PRESIDENT
0.50 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
MAISIE IDE SECRETARY
0.50 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
CAMERON B RAGEN TREASURER
1.00 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
SUZANNE L RAGEN TRUSTEE
0.50 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
LISA RAGEN IDE TRUSTEE
0.10 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
JAKE RAGEN TRUSTEE
0.10 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
JOSH RAGEN TRUSTEE
0.10 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
ROSCOE IDE TRUSTEE
1.00 		0 0 0
434 MCGILVRA BLVD E
SEATTLE,WA981125046
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,294,504
b
Average of monthly cash balances.......................
1b
188,156
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,482,660
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,482,660
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
277,240
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,205,420
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
910,271
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
910,271
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,049
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,049
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
904,222
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
904,222
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
904,222
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
826,705
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
826,705
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 904,222
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 811,168
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 826,705
a Applied to 2022, but not more than line 2a 811,168
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 15,537
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		888,685
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SUZANNE M RAGEN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LONG LIVE THE KINGS

1326 5TH AVE SUITE 450
SEATTLE,WA98101 		NONE EXEMPT 501(C)(3) SALMON RELATED RESEARCH 5,000

JEWISH FAMILY SERVICE

1601 16TH AVENUE
SEATTLE,WA98122 		NONE EXEMPT 501(C)(3) REFUGEE RESETTLEMENT ENDOWMENT 30,000

PHOTOGRAPHIC CENTER NORTHWEST

900 12TH AVENUE
SEATTLE,WA98122 		NONE EXEMPT 501(C)(3) NEW BUILDING CAMPAIGN 25,000

AMERICAN FRIENDS SERVICE COMMITTEE DEVELOPMENT

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE EXEMPT 501(C)(3) FRANK AND NADIA MUNK ENDOWMENT FUND 50,000

PUT ME IN

414 36TH AVE
SAN FRANCISCO,CA94121 		NONE EXEMPT 501(C)(3) ENABLE PARTICIPATION IN ATHLETICS FOR YOUTH WITH INCARCERATED PARENTS 20,000

SEATTLE ART MUSEUM

1300 FIRST AVENUE
SEATTLE,WA98101 		NONE EXEMPT 501(C)(3) SAM FORWARD CAMPAIGN 200,000

COMMUNITY LAND TRUST OF WALDRON ISLAND

PO BOX 11
WALDRON,WA98197 		NONE EXEMPT 501(C)(3) LAND STEWARDSHIP AND PROVIDING HOMES AND LAND FOR LOW-INCOME WALDRON RESIDENTS 5,000

UNIVERSITY OF WASHINGTON

1410 NE CAMPUS PKWY
SEATTLE,WA98195 		NONE EXEMPT 501(C)(3) OPHTHALMOLOGY ENDOWMENT 100,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		NONE EXEMPT 501(C)(3) G2 MATCHING GRANT (LISA)- YALE SCHOOLD OF PUBLIC HEALTH 50,000

YMCA - Y SCHOLARS

909 FOURTH AVE
SEATTLE,WA98104 		NONE EXEMPT 501(C)(3) GENERAL 50,000

YOUTHCARE

2500 NE 54TH STREET
SEATTLE,WA98105 		NONE EXEMPT 501(C)(3) HOMELESS YOUNG PEOPLE 25,000

UNIVERSITY OF WASHINGTON

1410 NE CAMPUS PKWY
SEATTLE,WA98195 		NONE EXEMPT 501(C)(3) FRIDAY HARBOR LAB EDOWED PROGRAM SUPPORT FUND 145,000

AMERICAN JEWISH COMMITTEE

156 EAST 56TH STREET
NEW YORK,NY10022 		NONE EXEMPT 501(C)(3) AMY AND MATTHEW RAGEN ENDOWMENT 50,000

HIGH DESERT MUSEUM

59800 SOUTH HIGHWAY 97
BAND,OR97702 		NONE EXEMPT 501(C)(3) ENDOWMENT FOR CARE OF THE BROOKS AND SUZANNE RAGEN LABRARY 50,000
Total .................................right arrow 3a 805,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 115,479  
4 Dividends and interest from securities ....     14 349,972  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -49,531  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 415,920 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
415,920
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BROOKS AND SUZANNE RAGEN FAMILY
FOUNDATION
Employer identification number

81-2407141
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BROOKS AND SUZANNE RAGEN FAMILY
FOUNDATION 		Employer identification number
81-2407141
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SUZANNE L RAGEN
434 MCGILVRA BLVD EAST
 
SEATTLE, WA98112

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BROOKS AND SUZANNE RAGEN FAMILY
FOUNDATION 		Employer identification number

81-2407141
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BROOKS AND SUZANNE RAGEN FAMILY
FOUNDATION 		Employer identification number

81-2407141
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,170 0   9,170
MANAGEMENT CONSULTANT 7,006 0   7,006

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Name of Bond End of Year Book Value End of Year Fair Market Value
100,000SHS 3M COMPANY 105,961 98,848
100,000SHS MERCK & COMPANY 99,399 92,110
100,000SHS NORTHERN TRUST CORP 97,629 99,248
100,000SHS ORACLE CORP 108,076 98,859
135,000SHS ESTEE LAUDER 131,715 116,910
15,000SHS INTUIT INC 13,496 13,975
200,000SHS JOHNSON & JOHNSON 194,819 196,297
200,000SHS LILLY ELI & CO 191,288 197,760
200,000SHS PROCTOR & GAMBLE CO 192,378 196,773
200,000SHS WALMART INC 202,734 199,794
675,000SHS UNITEDHEALTH 682,143 657,163
300,000SHS APPLE INC 292,608 289,055
45,000SHS PFIZER INC 43,053 44,125
85,000SHS 3M COMPANY 81,409 81,924
30,000SHS ADOBE INC 31,522 31,191
215,000SHS BRISTOL MYERS 216,521 226,779
25,000SHS CISCO SYSTEMS INC 25,804 26,241
340,000SHS INTEL CORP 332,650 335,629
100,000SHS JOHN DEERE 101,339 104,570
205,000SHS PACCAR INC 205,674 209,717
110,000SHS TEXAS INSTRUMENTS INC 111,615 114,213

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Name of Stock End of Year Book Value End of Year Fair Market Value
1,014SHS VISA INC 188,361 278,799
1,013SHS WATSCO INC 144,337 498,274
1,122SHS LOREAL COMPANY ADR 88,719 100,711
1,121SHS BROADRIDGE FINANCIAL SOLUTIONS INC 138,230 241,049
1,223SHS STERIS PLC 246,524 296,626
1,355SHS JOHNSON & JOHNSON 219,429 219,591
1,475SHS GENUINE PARTS CO 194,571 206,028
1,640SHS MC CORMICK & CO INC 142,661 134,972
1,519SHS PACCAR INC 101,709 149,895
1,563SHS CINCINNATI FINANCIAL CORP 186,964 212,756
1,577SHS CANADIAN PACIFIC KANSAS CITY LTD 125,822 134,897
1,625SHS BROWN & BROWN 99,559 168,350
1,690SHS STARBUCKS CORP 153,984 164,758
1,712SHS PEPSICO INC 236,008 291,126
1,750SHS ABBVIE INC 154,356 345,590
1,776SHS MONDELEZ INTERNATIONAL 113,565 130,838
1,940SHS JP MORGAN CHASE & CO 205,028 409,068
14,600SHS FIRST NATL BANK ALASKA 155,167 224,950
157SHS INTUIT INC 69,702 97,497
176SHS MCDONALDS CORP 50,125 53,594
835SHS CELANESE CROP DEL SER A 113,668 113,527
2,136SHS MEDTRONIC PLC 200,375 192,304
2,153SHS CHEVRON CORP 211,733 317,072
2,274SHS ABBOTT LABORATORIES 204,066 259,259
2,988SHS ADVANCED MICRO DEVICES 160,480 490,271
239SHS ABBOTT LABORATORIES 25,678 27,248
25,999SHS BAIRD CHAUTAUQUA INTL GROWTH 313,455 516,337
276SHS COSTCO WHOLESALE CORP 87,036 244,680
2774SHS FASTENAL CO 134,947 198,119
2,538SHS CARRIER GLOBAL CORP 109,774 204,284
3,240SHS XYLEM INC 226,307 437,497
308SHS COSTCO WHOLESALE CORP 91,164 273,048
365SHS ARTHUR J GALLAWHER & COMPANY 75,069 102,700
370SHS S&P GLOBAL INC 135,489 191,149
397SHS MCDONALDS CORP 99,901 120,890
397SHS PAYCHEX INC 100,243 113,927
4,000SHS MERCK & COMPANY 209,939 454,240
4,043SHS SYSCO CORP 193,460 315,597
4,200SHS PRINCIPAL FINANCIAL GROUP INC 229,161 360,780
852SHS ALPHABET INC 110,276 142,446
906SHS TE CONNECTIVITY LTD 120,616 136,797
581SHS ILLINOIS TOOL WORKS INC 135,855 152,263
581SHS LOCKHEED MARTIN CORP 197,711 339,630
1,059SHS ATMOS ENERGY CORP 120,785 146,894
630SHS POOL CORP 240,345 237,384
633SHS UNION PACIFIC CORP 141,083 156,022
700SHS NSTAR ELECTRIC COMPANY 70,000 53,200
1,186SHS EXXON MOBIL CORP 124,800 139,023
735SHS REPUBLIC SERVICES INC 98,186 147,617
1,430SHS WEC ENERGY GROUP INC 120,738 137,537
8,000SHS CISCO SYSTEMS INC 252,490 425,760
8,000SHS WEYERHAEUSER 261,267 270,880
810SHS SHERWIN WILLIAMS CO 106,599 309,153
839SHS BECTON DICKINSON & CO 215,608 202,283
842SHS AUTOMATIC DATA 116,957 233,007
852SHS ANALOG DEVICES INC 151,539 196,105
868SHS HOME DEPOT 163,154 351,714
914SHS STRYKER CORP 236,227 330,192
947SHS NESTLE S A SPON ADR 117,755 95,334
1,649SHS GILEAD SCIENCES INC 123,774 138,252
956SHS TRACTOR SUPPLY 216,609 278,129
96SHS EQUINIX INC 70,020 85,212
971SHS EOG RESOURCES INC 116,779 119,365
986SHS MICROSOFT CORP 213,128 424,276
995SHS AMGEN INC 224,543 320,599
295SHS APPLE INC 49,268 68,735
719SHS AMERICAN WATER WORKS 87,043 105,147
430SHS JACK HENRY & ASSOCIATES INC 74,432 75,912
10,246SHS KENVUE INC 199,901 236,990
1,048SHS MOTOROLA SOLUTIONS INC 369,716 471,212
1,348 NASDAQ INC 74,679 98,417
465SHS TEXAS INSTRUMENTS INC 74,577 96,055
812SHS UNITED PARCEL SERVICE INC CL B 117,857 110,708
319SHS VANGUARD TOTAL STOCK MARKET ETF 80,886 90,328

TY 2023 OtherDecreasesSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Description Amount
OTHER ADJUSTMENTS 4


TY 2023 OtherExpensesSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS LICENSE 145 0   145
MISCELLANEOUS 384 0   384


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR 29,307 29,307   0


TY 2023 SubstantialContributorsSch
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Name Address
SUZANNE L RAGEN 434 MCGILVRA BLVD EAST
SEATTLE,WA98112


TY 2023 TaxesSchedule
Name:
THE BROOKS AND SUZANNE RAGEN FAMILY
 
FOUNDATION
EIN:
81-2407141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 973 973   0
TAXES - FORM 990PF 5,000 0   5,000