The Indiana State Capitol

Form 990-PFTax year 2025EIN 45-3796054

The Happy Way Foundation

A private foundation in Roanoke, IN. Its return for tax year 2025 lists 8 grants and $22,165 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $22,165

    Grants listed
    8
    Assets, end of year
    $49,680
  • Tax year 2024

    $74,478

    Grants listed
    19
    Assets, end of year
    $69,243
  • Tax year 2023

    $43,097

    Grants listed
    17
    Assets, end of year
    $54,593
  • Tax year 2022

    $41,451

    Grants listed
    18
    Assets, end of year
    $51,135
  • Tax year 2021

    $40,500

    Grants listed
    14
    Assets, end of year
    $79,349
  • Tax year 2020

    $41,500

    Grants listed
    14
    Assets, end of year
    $81,434
  • Tax year 2019

    $43,750

    Grants listed
    20
    Assets, end of year
    $114,115
  • Tax year 2018

    $59,500

    Grants listed
    25
    Assets, end of year
    $136,819

Grants paid in 2025

8 grants, largest first

As listed on the return.

  1. First Christian ChurchFort Wayne, IN

    Program support

    $6,165
  2. Volmoed Youth Leadership Training ProgramWashington, DC

    Program support

    $4,000
  3. Global GivingWashington, DC

    Program support

    $4,000
  4. ALS Association Indiana ChapterIndianapolis, IN

    Program support

    $3,000
  5. Sacred Heart ChurchFort Wayne, IN

    Program support

    $2,000
  6. Friends of Tent of Nations of North AmericaRoanoke, IN

    Program support

    $1,000
  7. First Christian Church of BloomingtonBllomington, IN

    Program support

    $1,000
  8. Hotels for HomelessBloomington, IN

    Program support

    $1,000

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Indiana6 grants $14,165
  2. District of Columbia2 grants $8,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Jane E CaldwellPRESIDENT Hours 1Pay $0
  • Ronald G CaldwellTREASURER Hours 1Pay $0
  • Daniel S CaldwellVICE-PRESIDENT Hours 1Pay $0
  • John T CaldwellVICE-PRESIDENT Hours 1Pay $0
  • Joseph M CaldwellVICE-PRESIDENT Hours 1Pay $0

The return

More foundations

Other foundations in Indiana

  1. The Jones Family Foundation IncFranklin, IN 4 grants Accepts applications $22,100 giving
  2. Simon Juliet Foundation LTDConnersville, IN 8 grants Preselected only $22,073 giving
  3. Niccum Educational TrustGreenfield, IN 16 grants Accepts applications $22,072 giving
  4. The Present Help Foundation IncCrown Point, IN 2 grants Accepts applications $22,000 giving
  5. Robert Pilcher Trust-Ymca XXX-XX-XXXXEvansville, IN 1 grant Preselected only $21,944 giving