Passes our checks

Carillon Foundation Inc

EIN 75-0123537 · Lubbock, TX

Public records show a registered, tax-exempt organization in good standing.

What it says it does

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

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Strong: 100 out of 100. Higher than 91% of charities in its peer group (housing, $1m to $10m).

Reserves
35 of 35
Spendable reserves would cover 38.5 months of spending.
Debt
20 of 20
It owes 0% of what it owns.
Living within its means
15 of 15
Income exceeded spending by 65% of income.
Income trend
15 of 15
Income rose 262% on the year before.
Spending floor
15 of 15
95% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Strong: 100 out of 100. Higher than 70% of charities in its peer group (housing, $1m to $10m).

Independent board
25 of 25
9 of 9 voting board members are independent.
Conflict of interest policy
15 of 15
Has a written conflict of interest policy.
Whistleblower policy
8 of 8
Has a written whistleblower policy.
Record keeping policy
7 of 7
Has a written policy on keeping and destroying records.
Board minutes
5 of 5
Keeps minutes of board meetings.
Board sees the tax return
10 of 10
Gave the board a copy of this return before filing it.
Independent check of accounts
15 of 15
Its accounts were audited by an independent accountant.
No reported misuse
10 of 10
Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)

$536,126 spent. - 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.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1986.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.