The William and Roxann Happ Foundation
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.
Key facts about The William and Roxann Happ Foundation
In short: The William and Roxann Happ Foundation gave $270K across 14 grants in 2023 (avg $19K), top state Oregon. 64% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 77-0441245
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $270,000
- Grants made (2023)
- 14
- Average grant
- $19,286
- Median grant
- $25,000
- New grantees (estimate)
- 64% first-time grantees (9 of 14, 2023)
- Primary geography
- Oregon (22% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$270K
+2600.0% YoY
Grant Count
14
+55.6% YoY
Avg Grant Size
$19K
+1635.7% YoY
Is The William and Roxann Happ Foundation open to new grantees?
64%
first-time grantees, 2023
In 2023, 9 of 14 grantees (64%) were first-time recipients. First grants averaged $23K; repeat grants $13K. How we count
Medians: $25K first-time, $11K repeat.
- 36% 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 (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2023 grant dollars.
Cities
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
| 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 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The William and Roxann Happ Foundation is led by Roxann Happ, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2023 filing
Roxann Happ
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 $23K 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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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