2026-08-17T14:10:45+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 833913679 DEERFIELD CHARITABLE FOUNDATION DEER 8282741531 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ROBERT CHANDLER CFO 8282741531 2026-08-17 true true AMY BIBBY P00445891 8282542254 2026-08-11 2024 2025-03-06 01:10:19Z ROBERT K CHANDLER 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 1943860 false X WWW.DEERFIELDWNC.ORG X 2019 NC SUPPORTING ORGANIZATION - EXISTING TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY. 6 6 0 0 0 511591 418032 0 0 663442 1525828 0 0 1175033 1943860 1265119 1309038 0 0 0 0 0 0 0 61742 225155 1326861 1534193 -151828 409667 17642121 19462046 1990199 2186370 15651922 17275676 WE EXIST TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY, ENRICHING THE LIVES OF RESIDENTS AND SHARING OUR RESOURCES WITH PEOPLE ACROSS WESTERN NORTH CAROLINA. false false 1469547 1309038 DEERFIELD CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY. ITS PURPOSE IS TO ASSIST DEERFIELD AND ITS RESIDENTS IN PROVIDING SUPPORT TO THE COMMUNITY AND ENRICH THE LIVES OF DEERFIELD'S RESIDENTS AND SURROUNDING COMMUNITY. 1469547 true true false false false false false false false false false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 2 0 true 0 false false false false false false false false false false false false X 6 6 false false false false false false false true true false false false true true true true true true false false false false X X ROBERT K CHANDLER 8282741531 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 CHRIS DISMUKES CHAIR 2.0 2.0 X X 0 0 0 GENE CARR BOARD MEMBER 2.0 2.0 X X 0 0 0 GLENN MAYES SECRETARY/TREASURER 2.0 2.0 X X 0 0 0 REV TODD DONATELLI VICE CHAIR 2.0 2.0 X X 0 0 0 ANDY STRAUSS BOARD MEMBER 2.0 X 0 0 0 JOANNE BRANNON BOARD MEMBER 2.0 X 0 0 0 KAREN WALLACE-MEIGS BOARD MEMBER 2.0 X 0 0 0 TIM KURTZ BOARD MEMBER 2.0 X 0 0 0 LIBBY BUSH CEO 2.0 40.0 X 0 459251 50506 MICHELLE WOOLEY EXECUTIVE DIRECTOR, DCF 40.0 X 0 109761 20776 ROBERT CHANDLER CFO 2.0 40.0 X 0 318056 31179 0 887068 102461 0 false true false 0 418032 418032 0 0 0 0 0 490566 490566 0 0 1035262 1035262 0 1035262 1035262 0 0 0 0 0 1943860 0 0 1525828 1309038 1309038 49646 49646 0 0 0 0 160509 160509 15000 15000 0 0 0 0 1534193 1469547 64646 0 550069 598290 0 0 0 0 0 0 0 0 17092052 18863756 0 0 0 0 17642121 19462046 425123 800500 0 0 1565076 1385870 1990199 2186370 X 13420886 14198292 2231036 3077384 15651922 17275676 17642121 19462046 X 409667 475911 738176 X false true true false X X 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 560614176 9 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FEDERAL INCOME TAXES DUE TO RELATED PARTY 1385870 1385870 X 2419771 475911 0 475911 1943860 0 0 1943860 1534193 0 0 1534193 0 0 1534193 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE DEERFIELD IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. DEERFIELD HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2025 AND 2024. true ALZHEIMER'S ASSOCIATION 4600 PARK RD CHARLOTTE NC 28209 133039601 501(C)(3) 15000 OPERATIONAL SUPPORT ASHEVILLE AREA HABITAT FOR HUMANITY 33 MEADOW RD ASHEVILLE NC 28803 561363464 501(C)(3) 210000 OPERATIONAL SUPPORT CALVARY EPISCOPAL CHURCH FOOD PANTRY 2840 HENDERSONVILLE RD FLETCHER NC 28732 611657546 501(C)(3) 30000 OPERATIONAL SUPPORT CAROLINA MOUNTAIN CLUB PO BOX 68 ASHEVILLE NC 28802 237252537 501(C)(3) 50000 OPERATIONAL SUPPORT CHURCH OF THE ADVOCATE 60 CHURCH ST ASHEVILLE NC 28801 432023237 501(C)(3) 5000 OPERATIONAL SUPPORT COUNCIL ON AGING OF BUNCOMBE COUNTY 49 SHEFFIELD CIR ASHEVILLE NC 28803 237410586 501(C)(3) 50000 OPERATIONAL SUPPORT EPISCOPAL DIOCESE OF WNC 900-B CENTRE PARK DR ASHEVILLE NC 28805 560552779 501(C)(3) 34000 OPERATIONAL SUPPORT LEADINGAGE NC 1821 HILLANDALE RD DURHAM NC 27705 561541496 501(C)(3) 105000 OPERATIONAL SUPPORT MARTIN LUTHER KING JR ASSOCIATION OF ASHEVILLE & BUNCOMBE CO PO BOX 328 ASHEVILLE NC 288020328 134219513 501(C)(3) 10000 OPERATIONAL SUPPORT MEALS ON WHEELS 146 VICTORIA ROAD ASHEVILLE NC 28801 561115597 501(C)(3) 110000 OPERATIONAL SUPPORT MEMORY CARE 100 FAR HORIZONS LN ASHEVILLE NC 28803 562178294 501(C)(3) 40000 OPERATIONAL SUPPORT MOUNTAINCARE INC PO BOX 5956 ASHEVILLE NC 28813 562005198 501(C)(3) 190125 OPERATIONAL SUPPORT ROTARY CLUB OF ASHEVILLE-BILTMORE 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 843160142 501(C)(3) 25000 OPERATIONAL SUPPORT SHILOH COMMUNITY ASSOCIATION PO BOX 5253 ASHEVILLE NC 288135253 562502192 501(C)(3) 5000 OPERATIONAL SUPPORT UNC CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 GOV 133000 OPERATIONAL SUPPORT UNITED WAY OF ASHEVILLE & BUNCOMBE CO 50 SOUTH FRENCH BROAD AVE SUITE 10 ASHEVILLE NC 28801 560576157 501(C)(3) 19105 OPERATIONAL SUPPORT 16 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE ORGANIZATION SELECTS COMMUNITY ORGANIZATIONS WITH PROGRAMS ALIGNING WITH THE ORGANIZATION MISSION. IN THE EVENT THAT FUNDS ARE NOT UTILIZED BY THE RECIPIENT ORGANIZATION FOR THE STATED PURPOSE, THE ORGANIZATION WILL NOT PROVIDE FUTURE FUNDING. false true false false false false false false false LIBBY BUSH CEO 0 374231 0 85020 0 0 0 33777 0 16729 0 509757 0 0 ROBERT CHANDLER CFO 0 253056 0 65000 0 0 0 9542 0 21637 0 349235 0 0 SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ROBERT CHANDLER, CFO AND LIBBY BUSH, CEO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THROUGH A RELATED ORGANIZATION. THE BOARD INCLUDES THESE AMOUNTS IN THEIR ANNUAL COMPENSATION REVIEW AND APPROVAL PROCESS. DURING CALENDAR YEAR 2024, UNDER THE TERMS OF THE PLAN $0 WAS ACCRUED FOR ROBERT CHANDLER, CFO AND 20,000 WAS ACCRUED FOR LIBBY BUSH, CEO. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE ORGANIZATION PROVIDED A COPY OF THE 990 TO EACH BOARD MEMBER FOR PERSONAL REVIEW PRIOR TO FILING THE RETURN. THE FINANCE COMMITTEE HELD A MEETING TO FORMALLY REVIEW AND APPROVE THE 990. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE COMPLIANCE OFFICER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND THAT IT IS BEING FOLLOWED. BOARD MEMBERS ARE RESPONSIBLE FOR BRINGING ANY POTENTIAL CONFLICT OF INTEREST TO ATTENTION AND REMOVING THEMSELVES FROM SITUATIONS WHERE THERE MAY BE A POTENTIAL CONFLICT. FORM 990, PART VI, LINE 18 HOW FORMS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S 990 ARE MADE AVAILABLE UPON REQUEST. ALSO, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN PERMANENTLY RESTRICTED NET ASSETS - 738176; TOTAL - 738176; DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 RETIREMENT COMMUNITY NC 501(C)(3) 10 NA false false false true false false false false false false false false false true true true false false false true SCHEDULE R, PART V, LINE 2 NAME OF RELATED ORGANIZATION: DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. TRANSACTION TYPE: C AMOUNT INVOLVED: $179,207 METHOD OF DETERMINING AMOUNT INVOLVED: FMV