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· Private foundation

The William and Roxann Happ Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$270k
Granted FY2023
14
Grants FY2023
9
States reached
$37k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Religion$70kHealth$64kHuman Services$39kEducation$35kCrime & Legal$33kHousing & Shelter$30kInternational$20kAnimals$14kOther$0
02FY2023 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k2 grants · $2k
  • $10k–50k12 grants · $268k
$25,000
Median grant
9
States reached
$0
Total assets
Largest grants
RecipientAmount
Individual grant recipient$37,000
ROGUE VALLEY MANOR FOUNDATION$35,000
PRISON FELLOWSHIP$27,000
HABITAT FOR HUMANITY$26,000
ST JUDE$26,000
JACKSONVILLE PRESBYTERIAN CHURCH$25,000
TUNNEL TO TOWERS$25,000
GUIDE DOGS FOR THE BLIND$25,000
BEST FRIEND SAVE THEM ALL$11,000
TURNING POINT$11,000
MY FAITH VOTES$10,000
STANFORD UNIVERSITY HOOVER INSTITUT$10,000
CITY TEAM$1,000
HEIFER INTERNATIONAL$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–23, $36k) land where the poverty rate runs at 12%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%GUIDE DOG FOR THE BLIND: $1k → 8%ROGUE VALLEY MANOR FOUNDATION: $35k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MI
NY
OR
CA
UT
VA
AR
TN
NC
GA
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

46%of every dollar goes to organizations it has funded before.
$143k · 11 repeat orgs$169k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +6% for those funded once.

11 repeat relationships: 6 still active in FY2023, 5 since wound down; 8 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
2

Total granted

$143k
$2k

Median revenue growth · since first grant

+34%
+6%

Still filing today

27%
50%

New vs renewed · share of each year

In FY2023, 38% of grant dollars renewed an existing relationship; $167k went to new ones.

50%100%’17’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23
ReligionHuman ServicesEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • IG
    Individual grant recipient
    3× · 2017–2023 · $39k
  • PF
    PRISON FELLOWSHIP
    5× · 2019–2023 · $33k
  • HF
    HABITAT FOR HUMANITY
    5× · 2018–2023 · $30k

Funded once

  • BC
    BRIDGES COMMUNITY CHURCH
    one grant, 2020 · $1k
  • GUIDE DOGS FOR THE BLIND INC
    one grant, 2019 · $1k · revenue +6%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
2
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
3
California Lutheran University

The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.

Education
4
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
5
Loma Linda University

Loma linda university, a seventh-day adventist christian health sciences institution, seeks to further the healing and teaching ministry of jesus christ "to make man whole" by: - educating ethical and proficient christian health…

Education
6
Saint John's University

To foster the vitality of community through learning and the pursuit of wisdom.

—
7
John Carroll University

As a jesuit catholic university committed to academic rigor, inclusive excellence, and care for the whole person, john carroll university inspires individuals of intellect and character to learn, lead and serve in the community and…

Education
8
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
9
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
10
Baylor University

The mission of baylor university is to educate men and women for worldwide leadership and service by integrating academic excellence and christian commitment within a caring community.

Education
11
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
12
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
How this is measured
The grantee most central to the portfolio’s shape is Azusa Pacific University; the most unlike its peers is Samaritan's Purse. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 24 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $38,500 · OtherIndividual grant recipientPRISON FELLOWSHIP: $33,000 · OtherPRISON FELLOWSHIPHABITAT FOR HUMANITY: $30,110 · OtherHABITAT FOR HUMANITYST JUDE: $26,000 · OtherST JUDEJACKSONVILLE PRESBYTERIAN CHURCH: $25,000 · OtherJACKSONVILLE PRESBYTERIAN CHURCHGUIDE DOGS FOR THE BLIND: $25,000 · OtherGUIDE DOGS FOR THE BLINDTURNING POINT: $13,000 · OtherTURNING POINTBEST FRIEND SAVE THEM ALL: $11,000 · OtherSTANFORD UNIVERSITY HOOVER INSTITUT: $10,000 · OtherMY FAITH VOTES: $10,000 · Other+5 more: $16,000 · Other+5 moreROGUE VALLEY MANOR FOUNDATION INC: $35,000 · Human ServicesROGUE VALLEY…+1 more: $1,000 · Human ServicesSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $25,000 · EducationSTEPHEN SILL…HILLSDALE COLLEGE: $6,000 · EducationHILLSDALE CO…AZUSA PACIFIC UNIVERSITY: $3,000 · EducationAZUSA PACIFI…+1 more: $1,000 · EducationSAMARITAN'S PURSE: $5,000 · ReligionCITYTEAM MINISTRIES: $5,000 · ReligionLOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION: $3,000 · Philanthropy
Other$237,610Human Services$36,000Education$35,000Religion$10,000Philanthropy$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetROGUE VALLEY MANOR FOUNDATION INC: $35,000 over 1y, 2.3% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $25,000 over 1y, 0.0% of budgetHILLSDALE COLLEGE: $6,000 over 5y, 0.0% of budgetSAMARITAN'S PURSE: $5,000 over 5y, 0.0% of budgetCITYTEAM MINISTRIES: $5,000 over 5y, 0.0% of budgetLOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION: $3,000 over 3y, 0.0% of budgetAZUSA PACIFIC UNIVERSITY: $3,000 over 3y, 0.0% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $1,000 over 1y, 0.0% of budgetGUIDE DOGS FOR THE BLIND INC: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds ROGUE VALLEY MANOR FOUNDATION INC ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds HILLSDALE COLLEGE ↗
  • Who funds SAMARITAN'S PURSE ↗
  • Who funds CITYTEAM MINISTRIES ↗
  • Who funds LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION ↗
  • Who funds AZUSA PACIFIC UNIVERSITY ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds GUIDE DOGS FOR THE BLIND INC ↗

How much its grantees rely on government

Each dot is one organization The William and Roxann Happ Foundation funds: left to right is the share of its income from government, bottom to top the share from The William and Roxann Happ Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 24 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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