The William and Roxann Happ Foundation

MEDFORD, OR EIN: 77-0441245

The William and Roxann Happ Foundation is a private foundation, based in MEDFORD, OR. IRS filing data is available from 2020 through 2023. In 2023, it awarded 14 grants totaling $270K. Net investment income was $172K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$270K

+2600.0% YoY

Grant Count

+55.6% YoY

Avg Grant Size

$19K

+1635.7% YoY

About The William and Roxann Happ Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $72K (24%)

Oregon $60K (20%)

New York $50K (17%)

Virginia $32K (11%)

Georgia $29K (10%)

Tennessee $26K (9%)

Utah $14K (5%)

Texas $10K (3%)

+3 more states

States

Arkansas California Georgia Michigan North Carolina New York Oregon Tennessee Texas Utah Virginia

Cities

AmericusAzusaBooneHillsdaleJacksonvilleKanabLansdowneLittle RockLos AltosMedfordMemphisPlanoSacramentoSan FranciscoSan JoseStanfordStaten IslandYorktown Heights

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$105,778	$102,305
Revenue	$177,652	$15,645	$9,627
Expenses	$281,015	$12,172	$11,845
Qualifying Distributions	$275,507	$11,038	$10,732
Net Investment Income	$172,144	$14,637	$9,078
Distributable Amount	—	$11,983	$13,871

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Grant Size Distribution

42 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Azusa Pacific ($37,000), Rogue Valley Manor Foundation ($35,000), Prison Fellowship ($27,000).

Recipient	Purpose	Amount
AZUSA PACIFIC AZUSA, CA	FAITH AND EDUCATION	$37,000
BEST FRIEND SAVE THEM ALL KANAB, UT	HOMELESS AND SPECIAL NEEDS ANIMALS	$11,000
PRISON FELLOWSHIP LANSDOWNE, VA	RESTORATION TO PRISONERS AND FAMILIES	$27,000
HABITAT FOR HUMANITY AMERICUS, GA	HOUSING ORGANIZATION	$26,000
TURNING POINT SACRAMENTO, CA	COMMUNITY PROGRAMS FOR QUALITY BEHAVIORAL HEALTH AND SOCIAL SERVICES	$11,000
JACKSONVILLE PRESBYTERIAN CHURCH JACKSONVILLE, OR	RELIGIOUS	$25,000
ROGUE VALLEY MANOR FOUNDATION MEDFORD, OR	SERVING AND SUPPORT OF RESIDENTS OF ROGUE VALLEY MANOR	$35,000
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
ST JUDE MEMPHIS, TN	PEDIATRIC CATASTROHIC DISEASE PREVENTION AND CURE	$26,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
ROXANN HAPP	Trustee	5	—

Frequently Asked Questions

Where does The William and Roxann Happ Foundation operate?

The William and Roxann Happ Foundation has awarded grants in Arkansas, California, Georgia, Michigan, North Carolina, New York, Oregon, Tennessee, Texas, Utah, Virginia.

What size grants does The William and Roxann Happ Foundation award?

In 2023, The William and Roxann Happ Foundation awarded 14 grants totaling $270K — an average of about $19K per grant, based on its IRS Form 990 filings.

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 2020–2023.