Carillon Foundation logo

Carillon Foundation

Public charity · Grantmaker Lubbock, TX EIN: 75-0123537 Website

To assist in the general support and continuation of the retirement community known as carillon, inc. Of lubbock.

Key facts about Carillon Foundation

In short: Carillon Foundation gave $498K across 1 grant in 2025 (avg $498K), mostly in Texas. Source: 2025 IRS Form 990.

EIN
75-0123537
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$497,942
Grants made (2025)
1
Average grant
$497,942
Median grant
$497,942
Total assets
$3,161,866
Primary geography
Texas (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$3.2M

+53.5% YoY

Annual Giving

$498K

+42.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$498K

+42.9% YoY

How Carillon Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+5%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Carillon Foundation

Based on IRS filings

Carillon Foundation is a public charity focused on Housing & Shelter, based in Lubbock, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 1 grant totaling $498K. Net investment income was $138K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Lubbock

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $136K (2020) to $604K (2021). In 2025 it made 1 grant totaling $498K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Carillon Inc: $498KCarillon Inc$498K

The largest 2025 recipient was Carillon Inc ($498K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K4$250–500K1$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Carillon Inc Lubbock, TXTo Support Carillon Lifecare Community Residents$497,942

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,161,866$2,059,463$1,937,800
Revenue$1,608,594$444,904$413,015
Expenses$563,750$401,682$384,174
Net Investment Income$137,992$90,972$54,122

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS February 5, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS February 17, 2022)
  3. Added Form 990 for fiscal year 2019 (received by the IRS January 24, 2020)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS April 16, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS May 3, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS April 23, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS April 29, 2026)

Leadership & Key People

Officers and directors from IRS filings

Carillon Foundation is led by Pamela Roddy, Executive Director on every filing since 2020; none of the 11 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Pamela Roddy

    Executive Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Laura Beth Pleasant

    Chairwoman

    Member → Chairwoman, 2022

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Shannon Smith

    Foundation Director

    Foundation Director → Member, 2020

    Member → Foundation Director, 2021

    On filings since 2019

    40 hrs/week

    $65K (2020) → $0 (2025)

  • Marsha Sharp

    Member

    Chairman → Chairwoman, 2020

    Chairwoman → Member, 2022

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Fred Wagner

    Chairman Emeritus

    On filings since 2020

    1 hr/week

    No compensation reported

  • Elizabeth Haley

    Member

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Stephen Browning

    Treasurer

    Vice Chair & Treasurer → Treasurer, 2022

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Pat Russell

    Member

    Vice Chair → Member, 2023

    On filings since 2022

    1 hr/week

    No compensation reported

  • Dianne Powell

    Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Kishor Mehta

    Vice Chair

    On filings since 2023

    1 hr/week

    No compensation reported

  • Michael Buchanan

    Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (8)
  • Former: Sellie Shine (2019–2022) — Member
  • Former: Henry Huneke (2020–2022) — Member
  • Former: Lee Mazurek (2021–2022) — Member
  • Former: Ray Thornton (2019–2021) — Former Vice Chair & Treasurer
  • Former: J. Scott Wynn (2019–2020) — Former Executive Director
  • Former: Kendra Smith (2020) — Member
  • Former: Len Ainsworth (2019) — Secretary & Treasurer
  • Former: Nita Kiesling (2019) — Member

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

No officer or director reported compensation in the available filings.

Frequently asked questions about Carillon Foundation

How much does Carillon Foundation give each year?

Carillon Foundation gave $498K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $349K across 1 grant.

How large is Carillon Foundation?

Carillon Foundation reported $3.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.6M.

What is Carillon Foundation?

Carillon Foundation is a public charity focused on Housing & Shelter, based in Lubbock, TX. It holds $3.2M in total assets as of 2025.

Where does Carillon Foundation operate?

Carillon Foundation has awarded grants in Texas.

What is Carillon Foundation's EIN?

Carillon Foundation's EIN (Employer Identification Number) is 75-0123537. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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