Nonprofit · EIN 45-3796054
HAPPY WAY FOUNDATION INC
Tax-exempt · ROANOKE, IN 46783
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,055 | $28,025 | -$19,970 | $49,680 | $0 | $49,680 |
| December 31, 2024 | 990-PF | $87,643 | $79,493 | $8,150 | $69,243 | $0 | $69,243 |
| December 31, 2023 | 990-PF | $48,385 | $46,927 | $1,458 | $54,593 | $0 | $54,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,125
- Dividends
- $2,964
- Interest
- $8
- Net gain from sales of assets
- $1,958
Expenses
- Grants and similar amounts paid
- $22,165
- Disbursements for charitable purposes
- $25,290
- Excise tax on investment income
- $46
Balance sheet and other
- Total assets, start of year
- $69,243
- Total assets, end of year
- $49,680
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,680
- Fair market value of assets
- $178,547
- Qualifying distributions
- $25,290
- Net investment income
- $4,930
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE E CALDWELL 3251 East 1200 NORTH, ROANOKE, IN 46783 | PRESIDENT | 1 | $0 |
| RONALD G CALDWELL 3251 East 1200 NORTH, ROANOKE, IN 46783 | TREASURER | 1 | $0 |
| DANIEL S CALDWELL 3251 East 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOHN T CALDWELL 3251 East 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOSEPH M CALDWELL 3251 East 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE E CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | PRESIDENT | 1 | $0 |
| RONALD G CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | TREASURER | 1 | $0 |
| DANIEL S CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOHN T CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOSEPH M CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE E CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | PRESIDENT | 1 | $0 |
| RONALD G CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | TREASURER | 1 | $0 |
| DANIEL S CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOHN T CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
| JOSEPH M CALDWELL 3251 EAST 1200 NORTH, ROANOKE, IN 46783 | VICE-PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3251 E 1200 N, ROANOKE, IN 46783-9438
- In care of
- % BRET HORSFIELD
- Signed the 990-PF
- JANE CALDWELL, PRESIDENT
- Phone
- (260) 672-3580
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3796054
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $49,680
- Income (IRS master file)
- $18,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,055 | $28,025 | $49,680 | IRS |
| 990-PF | December 2024 | $87,643 | $79,493 | $69,243 | IRS |
| 990-PF | December 2023 | $48,385 | $46,927 | $54,593 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3796054).
Questions about HAPPY WAY FOUNDATION INC
- What is the EIN of HAPPY WAY FOUNDATION INC?
- The employer identification number (EIN) of HAPPY WAY FOUNDATION INC is 45-3796054.
- Is HAPPY WAY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to HAPPY WAY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAPPY WAY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAPPY WAY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAPPY WAY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAPPY WAY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HAPPY WAY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,055, expenses of $28,025 and total assets of $49,680 at year end.
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