Nonprofit · EIN 75-0123537
CARILLON FOUNDATION INC
Tax-exempt · LUBBOCK, TX 79416
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,608,594 | $563,750 | $1,044,844 | $3,161,866 | $377 | $3,161,489 |
| June 30, 2024 | 990 | $444,904 | $401,682 | $43,222 | $2,059,463 | $750 | $2,058,713 |
| June 30, 2023 | 990 | $413,015 | $384,174 | $28,841 | $1,937,800 | $0 | $1,937,800 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,470,602
- Program service revenue
- $0
- Investment income
- $137,992
- Net gain from sales of assets
- $61,914
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $536,126
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $536,126
- Management and general (functional)
- $27,624
Balance sheet and other
- Total assets, start of year
- $2,059,463
- Total assets, end of year
- $3,161,866
- Total liabilities, end of year
- $377
- Net assets, end of year
- $3,161,489
- Publicly traded securities
- $1,720,390
- Net assets without donor restrictions
- $1,809,239
- Net assets with donor restrictions
- $1,352,250
- Gross receipts
- $1,608,594
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1985
- State of legal domicile
- TX
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON SMITH | FOUNDATION DIRECTOR Officer | 40 | $0 |
| PAMELA RODDY | EXECUTIVE DIRECTOR Officer | 1 | $0 |
| LAURA BETH PLEASANT | CHAIRWOMAN Trustee or director, Officer | 2 | $0 |
| DR FRED WAGNER | CHAIRMAN EMERITUS Trustee or director, Officer | 1 | $0 |
| KISHOR MEHTA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| STEPHEN BROWNING | TREASURER Trustee or director, Officer | 2 | $0 |
| MICHAEL BUCHANAN | MEMBER Trustee or director | 1 | $0 |
| ELIZABETH HALEY | MEMBER Trustee or director | 2 | $0 |
| DIANNE POWELL | MEMBER Trustee or director | 2 | $0 |
| PAT RUSSELL | MEMBER Trustee or director | 1 | $0 |
| MARSHA SHARP | MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SHANNON SMITH | FOUNDATION DIRECTOR Officer | 40 | $0 | $63,121 |
| LAURA BETH PLEASANT | CHAIRWOMAN Trustee or director, Officer | 2 | $0 | $0 |
| DR FRED WAGNER | CHAIRMAN EMERITUS Trustee or director, Officer | 1 | $0 | $0 |
| KISHOR MEHTA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN BROWNING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH HALEY | MEMBER Trustee or director | 2 | $0 | $0 |
| PAT RUSSELL | MEMBER Trustee or director | 1 | $0 | $0 |
| MARSHA SHARP | MEMBER Trustee or director | 2 | $0 | $0 |
| DIANNE POWELL | MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA RODDY | EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SHANNON SMITH | FOUNDATION DIRECTOR Officer | 40 | $0 | $65,634 |
| MARSHA SHARP | MEMBER Trustee or director | 2 | $0 | $0 |
| LAURA BETH PLEASANT | CHAIRWOMAN Trustee or director, Officer | 2 | $0 | $0 |
| DR FRED WAGNER | CHAIRMAN EMERITUS Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH HALEY | MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHEN BROWNING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PAT RUSSELL | MEMBER Trustee or director | 1 | $0 | $0 |
| DIANE POWELL | MEMBER Trustee or director | 2 | $0 | $0 |
| KISHOR MEHTA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA RODDY | EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4002 16TH ST, LUBBOCK, TX 79416-6021
- In care of
- % CHRIS DIANA
- Principal officer (990 for 2024)
- LAURA BETH PLEASANT, 4002 16TH ST, LUBBOCK, TX 79416
- Signed the 990
- LAURA BETH PLEASANT, CHAIRWOMAN
- Phone
- (806) 281-6137
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ASSIST IN THE GENERAL SUPPORT AND CONTINUATION OF THE RETIREMENT COMMUNITY KNOWN AS CARILLON, INC. OF LUBBOCK.
Program accomplishments
- - RECEIVE DONATIONS, GIFTS AND GRANTS OF MONEY OR OTHER PROPERTY AND ADMINISTER AND EXPEND SUCH ASSETS UPON A CHARITABLE, EDUCATIONAL OR NON-PROFIT BASIS ON BEHALF OF CARILLON, INC. - PROVIDE FOR THE ESTABLISHMENT OF VARIOUS GENERAL AND SPECIAL FUNDS TO WHICH INTERESTED PERSONS MAY CONTRIBUTE FUNDS AND ASSETS FOR THE SUPPORT, MAINTENANCE AND CARE OF THE FACILITIES AND RESIDENTS OF CARILLON, INC. - PROVIDE ALTERNATIVE ENDOWMENT FUNDING ARRANGEMENTS FOR PROSPECTIVE RESIDENTS, PROVIDED THAT SUCH ARRANGEMENTS ARE FISCALLY RESPONSIBLE TO THE NEEDS OF THE FOUNDATION AND OF CARILLON, INC. - ASSIST CARILLON, INC. OF LUBBOCK IN PROVIDING AND CONTINUING TO PROVIDE HIGH-QUALITY MEDICAL CENTER CARE FOR ITS RESIDENTS AND OTHERS. - SUPPORT RESEARCH FOR THE BENEFIT OF THE PUBLIC DIRECTED TOWARD A BETTER UNDERSTANDING OF GERONTOLOGICAL DISEASES AND THE PROCESS OF AGING IN GENERAL. - PROVIDE SUPPORT FOR THE RECRUITMENT, RETENTION AND TRAINING OF QUALIFIED EMPLOYEES OF CARILLON, INC. - PROVIDE ASSISTANCE TO CARILLON, INC. FOR THE SUPPORT OF RESIDENTS WHO ARE IN FINANCIAL DIFFICULTY.Expenses $536,126 · grants $536,126
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-0123537
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22I)
- Assets (IRS master file)
- $3,161,866
- Income (IRS master file)
- $1,608,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,608,594 | $563,750 | $3,161,866 | IRS |
| 990 | June 2024 | $444,904 | $401,682 | $2,059,463 | XML |
| 990 | June 2023 | $413,015 | $384,174 | $1,937,800 | XML |
| 990 | June 2022 | $270,781 | $559,555 | $1,926,525 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 75-0123537).
Questions about CARILLON FOUNDATION INC
- What is the EIN of CARILLON FOUNDATION INC?
- The employer identification number (EIN) of CARILLON FOUNDATION INC is 75-0123537.
- Is CARILLON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CARILLON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARILLON FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARILLON FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARILLON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARILLON FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LAURA BETH PLEASANT.
- Who are the officers and directors of CARILLON FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CARILLON FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,608,594, expenses of $563,750 and total assets of $3,161,866 at year end.
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