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Carillon Foundation

LUBBOCK, TX EIN: 75-0123537 Website

TO ASSIST IN THE GENERAL SUPPORT AND CONTINUATION OF THE RETIREMENT COMMUNITY KNOWN AS CARILLON, INC. OF LUBBOCK.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+6.3% YoY

Annual Giving

$71K

-71.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$71K

-71.8% YoY

About Carillon Foundation

Based on IRS filings

Carillon Foundation is a nonprofit organization focused on Housing & Shelter, based in LUBBOCK, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $71K. Net investment income was $91K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Lubbock

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$345K$689K$1M$1M20202021202220232024
Metric202420232022
Total Assets$2,059,463$1,937,800$1,926,525
Revenue$444,904$413,015$270,781
Expenses$401,682$384,174$559,555
Qualifying Distributions
Net Investment Income$90,972$54,122$-3,664
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$151K$302K$453K$604K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CARILLON INC$71K

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K1$100–250K2$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LAURA BETH PLEASANTCHAIRWOMAN2
DR FRED WAGNERCHAIRMAN EMERITUS1
KISHOR MEHTAVICE CHAIR1
STEPHEN BROWNINGTREASURER2
ELIZABETH HALEYMEMBER2
PAT RUSSELLMEMBER1
MARSHA SHARPMEMBER2
DIANNE POWELLMEMBER2
SHANNON SMITHFOUNDATION DIRECTOR40
PAMELA RODDYEXECUTIVE DIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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