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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 88-3953612

CARILLON OAKS FOUNDATION

Tax-exempt · NEW ORLEANS, LA 70124

Financials

$1.6M$8K2023$0$8K2024
Revenue Expenses · by fiscal year end
Financials of CARILLON OAKS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$0$8,246-$8,246$1,566,180$0$1,566,180
December 31, 2023990$1,582,500$8,074$1,574,426$1,574,426$0$1,574,426
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$8,246

Balance sheet and other

Total assets, start of year
$1,574,426
Total assets, end of year
$1,566,180
Total liabilities, end of year
$0
Net assets, end of year
$1,566,180
Net assets without donor restrictions
$1,566,180
Gross receipts
$0
Employees
0
Year formed
2022
State of legal domicile
AL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
STUART COLEMANDIRECTOR
Trustee or director
–$0
JIMMIE THOMPSON IIIDIRECTOR
Trustee or director
–$0
JERRY LATHANDIRECTOR
Trustee or director
–$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STUART COLEMANDIRECTOR
Trustee or director
1$0
JIMMIE THOMPSON IIIDIRECTOR
Trustee or director
1$0
JERRY LATHANDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6823 GENERAL HAIG ST, NEW ORLEANS, LA 70124-4028
Mailing address (990-N for 2025)
5450 Rangeline Road, Mobile AL 36619
Principal officer (990 for 2024)
STUART COLEMAN, 7233 GENERAL HAIG STREET, NEW ORLEANS, LA 70124
Principal officer (990-N for 2025)
Stuart Coleman, 5450 Rangeline Road, Mobile AL 36619
Signed the 990
STUART COLEMAN, DIRECTOR
Phone
(215) 287-6300
Return prepared by
WADOVICK & COMPANY

Mission

TO ENHANCE THE QUALITY OF LIFE FOR ALABAMA SENIORS BY DEVELOPING PROPERTIES WITH RESORT-LEVEL AMENITIES AND BEST IN-CLASS CARE IN FAMILIAR PLACES NEAR FAMILY AND FRIENDS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO ACQUIRE, DEVELOP, AND UTILIZE PROPERTY TO ACCOMPLISH THE MISSION OF CARILLON OAKS FOUNDATION
    Expenses $8,246

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-N on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-N on file

File the 2026 990-N for CARILLON OAKS FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
88-3953612
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Human services (P75)
Assets (IRS master file)
$1,566,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: Stuart Coleman
December 31, 2025≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: Stuart Coleman
December 31, 2024≤ $50,000 receipts––e-Postcard
990December 2024$0$8,246$1,566,180XML
990-N for 2023
Officer: Stuart Coleman
December 31, 2023≤ $50,000 receipts––e-Postcard
990December 2023$1,582,500$8,074$1,574,426XML
990-N for 2022
Officer: Stuart Coleman
December 31, 2022≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-3953612).

Questions about CARILLON OAKS FOUNDATION

What is the EIN of CARILLON OAKS FOUNDATION?
The employer identification number (EIN) of CARILLON OAKS FOUNDATION is 88-3953612.
Is CARILLON OAKS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CARILLON OAKS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARILLON OAKS FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of CARILLON OAKS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARILLON OAKS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of CARILLON OAKS FOUNDATION?
The 990 for the year ended December 31, 2024 names STUART COLEMAN.
Who are the officers and directors of CARILLON OAKS FOUNDATION?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does CARILLON OAKS FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $0, expenses of $8,246 and total assets of $1,566,180 at year end.

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