Mission
TO ASSIST IN THE GENERAL SUPPORT AND CONTINUATION OF THE RETIREMENT COMMUNITY KNOWN AS CARILLON, INC. OF LUBBOCK.
Public Charity
CARILLON FOUNDATION
CARILLON FOUNDATION is a Public Charity headquartered in LUBBOCK, TX. Financial data from the 2025 filing: $1.6M revenue, $564K expenses, $3.2M total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $2.4M.
EIN: 750123537
LUBBOCK, TX
Senior Citizens Housing & Retirement Communities
NTEE: L22
Latest filing: 2025
Total Revenue$1.6M
Total Expenses$564K
Total Assets$3.2M
Grants Given9
Grant Total$2.4M
Filing Years2021–2025
Where $100 goes at Carillon Foundation
How Carillon Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
- 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…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
$127,900
TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
$71,057
TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
$251,724
TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
$445,636
TO SUPPORT CARILLON LIFECARE COMMUNITY RESIDENTS
$604,470
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
MEMBER
Dianne Powell
CHAIRMAN EMERITUS
Dr Fred Wagner
MEMBER
Elizabeth Haley
VICE CHAIR
Kishor Mehta
CHAIRWOMAN
Laura Beth Pleasant
MEMBER
Marsha Sharp
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.6M | $564K | $3.2M |
| 2024 | $445K | $402K | $2.1M |
| 2023 | $413K | $384K | $1.9M |
| 2022 | $271K | $560K | $1.9M |
| 2021 | $1.3M | $669K | $2.3M |
Between 2021 and 2025, reported annual revenue grew from $1.3M to $1.6M (+28%), with total assets most recently reported at $3.2M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in TX.
TX
Full geographic grant map with state-by-state breakdown available with membership.