The William and Roxann Happ Foundation
The William and Roxann Happ Foundation is a private foundation based in Medford, Oregon. Its 2023 filing is marked as the organization’s final return, so the foundation appears to have wound down or stopped grantmaking.
The William and Roxann Happ Foundation at a glance
In short: The William and Roxann Happ Foundation gave $270K across 14 grants in 2023 (avg $19K), top state Oregon. 43% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $270,000
- +2600.0% vs 2022
- Grants made (2023)
- 14
- +55.6% vs 2022
- Average grant
- $19,286
- +1635.7% vs 2022
- Median grant
- $25,000
- New grantees (estimate)
- 43% first-time grantees (6 of 14, 2023; small sample)
- Primary geography
- Oregon (22% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The William and Roxann Happ Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1250 Mira Mar Ave 4410, Medford, OR 97504
Phone: (650) 722-2268
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The William and Roxann Happ Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Azusa Pacific ($37K). Together the top 10 received $248K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
In 2023, the largest shares of grant dollars went to recipients in Oregon and California (22% each), followed by New York (19%), Virginia (10%), and Georgia (10%).
Grant Distribution by State
Share of 2023 grant dollars across all 14 itemized grants.
Cities
Is The William and Roxann Happ Foundation open to new grantees?
43%
first-time grantees, 2023
In 2023, 6 of 14 grantees (43%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $26K; repeat grants $14K. How we count
Medians: $26K first-time, $11K repeat.
- 50% of 2023 grantees were also funded in 2022. Method
- Giving grew 2600% from 2020 to 2023. Method
- In 2022 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $10K (2019) to $270K (2023). In 2023 it made 14 grants totaling $270K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Azusa Pacific Azusa, CA | Faith and Education | $37,000 |
| Rogue Valley Manor Foundation Medford, OR | Serving and support of residents of rogue valley manor | $35,000 |
| Prison Fellowship Lansdowne, VA | Restoration to Prisoners and Families | $27,000 |
| Habitat for Humanity Americus, GA | Housing Organization | $26,000 |
| St Jude Memphis, TN | Pediatric Catastrohic Disease Prevention and Cure | $26,000 |
| Jacksonville Presbyterian Church Jacksonville, OR | Religious | $25,000 |
| Tunnel to Towers Staten Island, NY | Military and First Responder Family Support. | $25,000 |
| Guide Dogs for the Blind Yorktown Heights, NY | Provide Guide Dogs for People with Vision Loss. | $25,000 |
| Best Friend Save Them All Kanab, UT | Homeless and Special Needs Animals | $11,000 |
| Turning Point Sacramento, CA | Community programs for quality behavioral health and social services | $11,000 |
Ready to take the next step with The William and Roxann Happ Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $177,652 | $281,015 | $270,000 | 14 | $275,507 | $172,144 | — |
| 2022 | $105,778 | $15,645 | $12,172 | $10,000 | 9 | $11,038 | $14,637 | $11,983 |
| 2021 | $102,305 | $9,627 | $11,845 | $10,000 | 9 | $10,732 | $9,078 | $13,871 |
| 2020 | $104,613 | $6,981 | $11,883 | $10,000 | 10 | — | $6,447 | $7,738 |
| 2019 | $109,556 | $4,615 | $11,745 | $10,000 | 9 | — | $4,135 | $7,635 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grants went to organizations involved in areas including faith and education, housing, health, support for residents of a senior living community, and services for prisoners and their families.
Rogue Valley Manor Foundation describes its mission as supporting Rogue Valley Manor in serving its residents and enriching their lives. Habitat for Humanity describes its mission as seeking to eliminate poverty housing and make decent shelter a matter of conscience and action.
Grantmaking
In 2023, the foundation gave $270,000 through 14 grants. Grant amounts ranged from $1,000 to $37,000, with a median grant of $25,000. Notable grants included $37,000 to Azusa Pacific, $35,000 to Rogue Valley Manor Foundation, $27,000 to Prison Fellowship, and $26,000 each to Habitat for Humanity and St. Jude.
Leadership & Key People
Leadership team and compensation from IRS filings
Roxann Happ was listed as a trustee on the 2023 filing.
The William and Roxann Happ Foundation is led by Roxann Happ, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2023 filing
Roxann Happ
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Former officers (1)
- Former: William D. Happ (2019) — Trustee
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The William and Roxann Happ Foundation
How much does The William and Roxann Happ Foundation give each year?
The William and Roxann Happ Foundation gave $270K across 14 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $10K across 9 grants.
What is The William and Roxann Happ Foundation's typical grant size?
The William and Roxann Happ Foundation's median grant in 2023 was $25,000, and its average grant was $19,286, across 14 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from The William and Roxann Happ Foundation that year got $26K on average.
Where does The William and Roxann Happ Foundation give grants?
The William and Roxann Happ Foundation's top state is Oregon, with 22% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were California (22%) and New York (19%).
Does The William and Roxann Happ Foundation give general operating support?
Not in 2023: none of the 14 grants with a stated purpose on The William and Roxann Happ Foundation's 2023 IRS Form 990-PF were described as general or operating support.
Who are The William and Roxann Happ Foundation's largest grantees?
The William and Roxann Happ Foundation's largest 2023 grantees include Azusa Pacific ($37,000), Rogue Valley Manor Foundation ($35,000) and Prison Fellowship ($27,000), according to its 2023 IRS Form 990-PF. Together they received 37% of its itemized 2023 grant dollars.
What does The William and Roxann Happ Foundation fund?
No mission statement for the foundation is provided. Its 2023 grants went to organizations involved in areas including faith and education, housing, health, support for residents of a senior living community, and services for prisoners and their families. See mission & focus areas ↑
How do I apply for a grant from The William and Roxann Happ Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The William and Roxann Happ Foundation's EIN?
The William and Roxann Happ Foundation's EIN (Employer Identification Number) is 77-0441245. IRS Form 990 filing data is available on this page for 2019–2023.
Does The William and Roxann Happ Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 12, 2020)
- IRS filings on file for fiscal years 2020–2023
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Figures come from The William and Roxann Happ Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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