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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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