The Happy Way Foundation

ROANOKE, IN EIN: 45-3796054

The Happy Way Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, IN. IRS filing data is available from 2020 through 2024. In 2024, it awarded 19 grants totaling $74K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$74K

+72.8% YoY

Grant Count

19

+11.8% YoY

Avg Grant Size

$4K

+54.6% YoY

About The Happy Way Foundation

Based on IRS filings

The Happy Way Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, IN. IRS filing data is available from 2020 through 2024. In 2024, it awarded 19 grants totaling $74K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

ALBUQUERQUEBERNEBLOOMINGTONCASSOPOLISCHICAGOCINCINNATIDENVERFORT WAYNEGREENWOOD VILLAGEINDIANAPOLISLELANDLOS ANGELESNEW YORKNEW YORK CITYNEWTONNORTH MANCHESTEROAKLANDROANOKETRAVERSE CITYUNIONDALE

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$37K$56K$74K14 grants202014 grants202118 grants202217 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

INDIANA CENTER FOR MIDDL…$41KCANTERBURY SCHOOL$7KSACRED HEART CHURCH$6KEMMAUS ROAD MENNONITE FE…$5KSTEELE ELEMENTARY$3KFRIENDS OF AL-ROWWAND USA$1KSLEEPING BEAR HERITAGE T…$1KNEIGHBORHOOD HEALTH$1KPILGRIMS OF IBILLIN$1KLEELANAU CONSERVANCY$1K

Grant Size Distribution

82 grants across all recorded years

82<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Indiana Center for Middle East Peace Inc ($41,000), Canterbury School ($6,500), Sacred Heart Church ($6,000).

RecipientPurposeAmount
FRIENDS OF AL-ROWWAND USA NEWTON, MAPROGRAM SUPPORT$1,000
SLEEPING BEAR HERITAGE TRAIL TRAVERSE CITY, MIPROGRAM SUPPORT$1,000
NEIGHBORHOOD HEALTH CINCINNATI, OHPROGRAM SUPPORT$1,000
CANCER SERVICES OF NE INDIANA FORT WAYNE, INPROGRAM SUPPORT$500
INDIANA CENTER FOR MIDDLE EAST PEACE INC ROANOKE, INOPERATIONAL SUPPORT$41,000
CANTERBURY SCHOOL FORT WAYNE, INSCHOLARSHIP$6,500
PILGRIMS OF IBILLIN OAKLAND, CAOPERATONAL SUPPORT$1,000
LEELANAU CONSERVANCY LELAND, MIPROGRAM SUPPORT$1,000
CENTER FOR ACTION AND CONTEMPLATION ALBUQUERQUE, NMPROGRAM SUPPORT$1,000
WIAM CENTER PROGRAM SUPPORT$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JANE E CALDWELLPRESIDENT1
RONALD G CALDWELLTREASURER1
DANIEL S CALDWELLVICE-PRESIDENT1
JOHN T CALDWELLVICE-PRESIDENT1
JOSEPH M CALDWELLVICE-PRESIDENT1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Happy Way Foundation?

The Happy Way Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, IN. It holds — in total assets as of 2024.

Where does The Happy Way Foundation operate?

The Happy Way Foundation has awarded grants in California, Colorado, District of Columbia, Illinois, Indiana, Massachusetts, Michigan, New Mexico, New York, Ohio.

What size grants does The Happy Way Foundation award?

In 2024, The Happy Way Foundation awarded 19 grants totaling $74K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is The Happy Way Foundation's EIN?

The Happy Way Foundation's EIN (Employer Identification Number) is 45-3796054. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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