The Oregon State Capitol

Form 990-PFTax year 2023EIN 77-0441245

The William and Roxann Happ Foundation

A private foundation in Medford, OR. Its return for tax year 2023 lists 14 grants and $270,000 paid in grants.

Tax year 2023 (period ending Dec 31, 2023), 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

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $270,000

    Grants listed
    14
    Assets, end of year
    $0
  • Tax year 2022

    $10,000

    Grants listed
    9
    Assets, end of year
    $105,778
  • Tax year 2021

    $10,000

    Grants listed
    9
    Assets, end of year
    $102,305
  • Tax year 2020

    $10,000

    Grants listed
    10
    Assets, end of year
    $104,613
  • Tax year 2019

    $10,000

    Grants listed
    9
    Assets, end of year
    $109,556
  • Tax year 2018

    $7,110

    Grants listed
    7
    Assets, end of year
    $116,731

Grants paid in 2023

14 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Faith and education

    $37,000
  2. Rogue Valley Manor FoundationMedford, OR

    Serving and support of residents of rogue valley manor

    $35,000
  3. Individual

    Restoration to prisoners and families

    $27,000
  4. Habitat for HumanityAmericus, GA

    Housing organization

    $26,000
  5. Individual

    Pediatric catastrohic disease prevention and cure

    $26,000
  6. Jacksonville Presbyterian ChurchJacksonville, OR

    Religious

    $25,000
  7. Tunnel to TowersStaten Island, NY

    Military and first responder family support.

    $25,000
  8. Individual

    PROVIDE [individual] FOR PEOPLE WITH VISION LOSS.

    $25,000
  9. Individual

    Homeless and special needs animals

    $11,000
  10. Individual

    Community programs for quality behavioral health and social services

    $11,000
  11. Stanford University Hoover InstitutStanford, CA

    Secure and safeguard peace, improve human condition, limit government intrusion into the lives of individuals

    $10,000
  12. Individual

    Equips and activates christians to vote in every election

    $10,000
  13. Individual

    Community rebuilding

    $1,000
  14. Individual

    End hunger and poverty in a sustainable way

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services1 grant $35,00058% of the total
  2. Education1 grant $25,00042% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oregon2 grants $60,000
  2. Georgia1 grant $26,000
  3. New York1 grant $25,000
  4. California1 grant $10,000

Officers, directors and trustees

1 person as filed

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

  • Roxann HappTrustee Hours 5Pay $0

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Anna May Family FoundationMedford, OR 32 grants Accepts applications $120,000 giving
  2. Nystrom Family FoundationSalem, OR 10 grants Preselected only $262,000 giving
  3. Coon Family FoundationPortland, OR 19 grants Preselected only $255,877 giving
  4. Richard and Barbara Marx FoundationDallas, OR 26 grants Preselected only $295,140 giving
  5. East West Tea Company FoundationEugene, OR 8 grants Preselected only $297,679 giving