Texas · Nonprofit
CARILLON FOUNDATION
CARILLON FOUNDATION (Texas) receives grants from 5 organizations whose IRS filings report $158,361 to it, the largest being SESSIONS FAMILY FOUNDATION INC ($157,000). 3 of them have funded it in more than one year.
- Revenue FY2025
- $1.6M
- Funders on record
- 5
- Grants received
- $158k
- Net assets
- $3.2M
What Carillon Foundation does
Mission
To assist in the general support and continuation of the retirement community known as carillon, inc. Of lubbock.
As stated on its FY2025 Form 990.
Program
- 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.
$536,126 spentof which $536,126 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $536,126.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $2.1M to $3.2M (+54%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
91% of CARILLON FOUNDATION’s revenue is contributions — more reliant on donations than three-quarters of its peers (39% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Pamela Roddy
Executive director
Board chair
Laura Beth Pleasant
Chairwoman
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2019 and FY2020 filings.
Who funds it, year by year
2020 → 2023: the base narrowed from 4 funders to 2 funders, grant income fell $48k → $25k.
1 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of CARILLON FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CARILLON FOUNDATION leans on a few funders — its largest provides 99% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2020 97% · 2021 77% · 2022 100% · 2023 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of CARILLON FOUNDATION's grant income comes from Texas funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $47 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CARILLON FOUNDATION runs a healthier operating margin than three-quarters of the 2,196 housing & shelter nonprofits its size.
this organization peer median middle 50% of peers· 2,196 housing & shelter nonprofits $1M–$10M, FY2025
Organizations like CARILLON FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Texas
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
95% of spending goes to programs.
Governance
Public support
55%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Part of a family of 1 related entity
- Carillon Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for CARILLON FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CARILLON FOUNDATION?
- CARILLON FOUNDATION (Texas) receives grants from 5 organizations whose IRS filings report $158,361 to it, the largest being SESSIONS FAMILY FOUNDATION INC ($157,000). 3 of them have funded it in more than one year.
- How many funders does CARILLON FOUNDATION have?
- IRS filings report 5 organizations giving $158,361 in grants to CARILLON FOUNDATION, 3 of which have funded it in more than one year.
- Who is the largest funder of CARILLON FOUNDATION?
- SESSIONS FAMILY FOUNDATION INC is the largest funder on record, with $157,000 in grants. The full list of funders is on this page.
- How can an organization like CARILLON FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing