2024-11-15T18:06:42-06:00 2023-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2023-01-01 205087010 Wellmed Charitable Foundation % GREG T MURRAY PLLC WELL 2106174219 19500 IH 10 W BLDG 1 Mailstop 5132 San Antonio TX 78257 BRYAN GRUNDHOEFER PRESIDENT 2106174219 2024-11-15 true true Lee Sinclair P01517353 2102289696 2024-11-15 2023 2024-10-15 13:58:12Z GEORGE M RAPIER III 19500 IH 10 W BLDG 1 Mailstop San Antonio TX 78257 3933863 false X WWW.WELLMEDCHARITABLEFOUNDATION.ORG X 2006 TX HEALTH EDUCATION AND CHARITABLE GIVING 6 2 0 194 0 4700218 3685096 0 0 7363 85308 37727 68179 4745308 3838583 2920647 1374244 0 0 346859 493412 0 0 0 1722266 2092536 4989772 3960192 -244464 -121609 5178028 4164123 1626921 734625 3551107 3429498 X Our mission is to support seniors and their caregivers in our community with a special emphasis on wellness and prevention. false true 1374244 1374244 0 WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. WellMed Delivers provided 3,371 grocery deliveries in 2023. Additionally, there were 204 cash awards provided as part of the Compassion Fund. 1869422 0 0 WELLMED CHARITABLE FOUNDATION OPERATES 11 SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS VARYING BY LOCATION, INCLUDING BUT NOT LIMITED TO HEALTH SCREENINGS, ACTIVITIES, SEMINARS, AND MEALS. 3243666 true true false false false false false false false false false false false false true false true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 51 0 true 0 true false false false false false true true false false false false false false false false X 6 2 true false false false false false false true true false false false true true true true true false false false X GREG T MURRAY PLLC 2104139162 1503 TARTON LN SAN ANTONIO TX 78231 X GEORGE M RAPIER III CHAIRMAN 1.0 0.0 X 0 0 0 BRYAN D GRUNDHOEFER MANAGER 1.0 0.0 X X 0 0 0 RICHARD MANNING VICE PRESIDENT 1.0 0.0 X X 0 0 0 CJ ROACH SECR/TREAS 1.0 0.0 X X 0 0 0 JIMMIE KEENAN DIRECTOR 1.0 0.0 X 0 0 0 CARLOS HERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 CAROL E ZERNIAL EXECUTIVE DIRECTOR 1.0 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 0 718396 2966700 3685096 0 85308 0 0 0 0 0 0 163459 95280 68179 0 0 0 0 0 0 0 3838583 262087 262087 1112157 1112157 0 0 0 0 440711 440711 0 35739 35739 16962 16962 0 41028 33578 7450 78956 78956 0 0 0 541864 541864 154025 154025 50114 50114 0 0 549411 549411 3859 3859 0 0 0 0 0 6335 6335 CLASS INSTRUCTORS 499732 499732 0 REIMBURSABLE EXPENSES 150000 150000 LICENSES & ACCREDITATION 13500 13500 BOOKS & SUBSCRIPTIONS 10873 10873 -7161 -7161 3960192 3243666 716526 0 4469614 3430529 0 0 0 0 708414 733594 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5178028 4164123 53870 23554 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1573051 711071 1626921 734625 X 0 0 0 0 3551107 3429498 3551107 3429498 5178028 4164123 -121609 X false true X true false X 6270731 6456026 6513499 4846047 3848554 27934857 0 0 6270731 6456026 6513499 4846047 3848554 27934857 7615769 20319088 0 0 0 27934857 0.72737 0.74240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22010 FUNDS HELD FOR OTHERS 0 20060 INTERCOMPANY PAYABLES 272355 20070 ADVANCE PAYABLE 400000 23200 ACCRUED EXPENSES 38716 711071 3838583 3838583 3838583 3960192 3960192 3960192 Golf Classic 163459 163459 76355 0 163459 163459 76355 76355 87104 true CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 Rutherford Lane Austin TX 78754 741109743 501(c)(3) 10000 CHARITABLE JEWISH FAMILY SVCS OF SAN ANTONIO 12500 NW Military 250 San Antonio TX 78231 741759264 501(c)(3) 35000 CHARITABLE PROJECT MEND 5015 WURZBACH RD San Antonio TX 78238 742647324 501(c)(3) 20000 CHARITABLE SAN ANTONIO OASIS PO BOX 291010 San Antonio TX 78229 262243879 501(c)(3) 17500 CHARITABLE LOWER RIO GRANDE VALLEY DEVELOPMENT CENTER 301 WEST RAILROAD WESLACO TX 78596 741586918 501(c)(3) 14541 CHARITABLE COUNCIL ON AGING OF MARTIN COUNTY 900 SE Salerno Road Stuart FL 34997 521007762 501(c)(3) 10000 CHARITABLE YMCA OF GREATER SAN ANTONIO 3233 N ST MARYS SAN ANTONIO TX 78212 741109634 501(C)(3) 20000 CHARITABLE FACE TO FACE LLC 1711 W WHEELER 2 ARANSAS PASS TX 78336 300624737 501(C)(3) 7500 CHARITABLE SAN ANTONIO AREA FOUNDATION 155 CONCORD PL 301 San Antonio TX 78216 746065414 501(c)(3) 10000 CHARITABLE FAMILY VIOLENCE PREVENTION SERVICES INC 7911 BROADWAY SAN ANTONIO TX 78209 741994151 501(C)(3) 20000 CHARITABLE RESCUE MISSION OF EL PASO 1949 WEST PAISANO DR EL PASO TX 79922 746062443 501(C)(3) 7500 CHARITABLE COASTAL BEND COUNCIL OF GOVERNMENT 2910 Leopard St Corpus Christi TX 78408 741586230 501(c)(3) 25000 CHARITABLE FEEDING SOUTH FLORIDA INC 2501 SW 32 Terr Pembroke Park FL 33023 592097520 501(C)(3) 25000 CHARITABLE FLORIDA COUNCIL ON AGING 1018 Thomasville 110 Tallahassee FL 32303 596194436 501(c)(3) 25000 CHARITABLE SAN ANTONIO LIGHTHOUSE FOR THE BLIND 2305 Roosevelt Ave San Antonio TX 78210 741339051 501(c)(3) 25000 CHARITABLE SIXTY AND BETTER 1400 Circle Drive Suite 300 Fort Worth TX 76119 751251339 501(C)(3) 15000 CHARITABLE COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE PORT ST LUCIE FL 34984 591474012 501(C)(3) 21000 CHARITABLE EL PASOANS FIGHTING HUNGER FOOD BANK 9541 PLAZA CIR EL PASO TX 79927 452893839 501(C)(3) 32500 CHARITABLE METROCREST SERVICES INC 13801 HUTTON 150 FAMRERS BRANCH TX 75234 751548334 501(C)(3) 25000 CHARITABLE TEXAS ASSOCIATION OF REGIONAL COUNCILS 701 BRAZOS SUITE 780 AUSTIN TX 78701 470898771 501(C)(3) 10000 CHARITABLE TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 27780 CHARITABLE CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 742217350 501(C)(3) 20000 CHARITABLE Amigos Del Valle Inc 4138 Crosspoint Blvd Edinburg TX 78539 741815988 501(C)(3) 20000 CHARITABLE Urban Jacksonville Inc 4250 Lakeside Drive Jacksonville FL 32210 237024899 501(c)(3) 25000 CHARITABLE Senior Friendship Centers Inc 1888 Brother Greenen Way Sarasota FL 34236 591522614 501(c)(3) 20000 CHARITABLE Feeding America Tampa Bay 4702 Transport 6 Tampa FL 33605 592116576 501(c)(3) 20000 CHARITABLE Community Cooperative Inc PO Box 2143 Fort Myers FL 33902 592602772 501(c)(3) 20000 CHARITABLE Meals on Wheels of North Central Texas 106 E Kilpatrick St Cleburne TX 76031 751555153 501(c)(3) 15000 CHARITABLE Meals on Wheels of Tampa Inc 5320 N Blvd Tampa FL 33603 591679915 501(c)(3) 20000 CHARITABLE MEALS ON WHEELS SAN ANTONIO 2718 Danbury San Antonio TX 78217 741948646 501(c)(3) 19500 CHARITABLE Catholic Charities of the Rio Grande Valley 700 Virgen De San Juan San Juan TX 78589 680599307 501(C)(3) 20000 CHARITABLE Great Age Movement 745 TULANE ST HOUSTON TX 77007 813009300 501(C)(3) 25000 Charitable CASA DE PEREGRINOS INC 999 W Amador F LAS CRUCES NM 88005 850312057 501(C)(3) 25000 CHARITABLE BREAD OF LIFE INC 2019 Crawford St HOUSTON TX 77002 760386510 501(C)(3) 25000 CHARITABLE South Asians International Volunteer Assoc 555 E 5th St 2912 AUSTIN TX 78701 461474854 501(C)(3) 20000 CHARITABLE HOMELESS COALITION OF POLK COUNTY INC 5304 S Florida 406 LAKELAND FL 33813 592993564 501(C)(3) 20000 CHARITABLE Neighborhood Center of West Volusia Inc 434 S Woodland Blvd DELAND FL 32720 591295217 501(C)(3) 20000 CHARITABLE MEALS ON WHEELS SOUTH TEXAS 603 E Murray St VICTORIA TX 77901 742116391 501(C)(3) 25000 CHARITABLE THE SENIOR SOURCE 3910 Harry Hines Blvd DALLAS TX 75219 751085555 501(C)(3) 25000 CHARITABLE The Community Foundation of Southern New Mexico 2640 El Paseo Road LAS CRUCES TX 88001 850455682 501(C)(3) 10000 CHARITABLE Meals On Wheels Collin County 600 N TENNESSEE ST MCKINNEY TX 75069 751544507 501(C)(3) 15000 CHARITABLE SA CHRISTIAN HOPE RESOURCE CENTER PO Box 780904 SAN ANTONIO TX 78278 742989365 501(C)(3) 15250 CHARITABLE Area Agency on Aging of Central Florida Inc 988 Woodcock Rd 200 ORLANDO TX 32803 593144723 501(C)(3) 20000 CHARITABLE ONE WORLD SURGERY 510 Lake Cook Rd 400 DEERFIELD IL 60015 475128573 501(C)(3) 10000 CHARITABLE GRANTMAKERS IN AGING 333 Mamaroneck 238 WHITE PLAINS NY 10605 134014982 501(C)(3) 10000 CHARITABLE FEEDING AMERICA 161 N Clark St 700 CHICAGO IL 60601 363673599 501(C)(3) 47472 CHARITABLE SAN ANTONIO CLUBHOUSE FOUNDATION INC 6851 CITIZENS PKWY SAN ANTONIO TX 78229 834630132 501(C)(3) 20000 CHARITABLE SILVER RIBBON COMMUNITY PARTNERS 1919 AUSTIN AVE MCALLEN TX 78501 020595923 501(C)(3) 10500 CHARITABLE 39 Hurricane Relief Fund 2500 Grocery Delivery Service 713282 Compassion Fund 390018 Employee Tragedy Fund 12858 Housing Assistance Fund 7000 Donation Fund 15000 SCHEDULE I, PART I, LINE 2 THE PRIMARY PURPOSE OF THE FOUNDATION IS TO MAINTAIN A FUND AND TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES. THE FOUNDATION ALSO SELECTS INDIVIDUALS THROUGH UNANIMOUS VOTE OF COMMITTEE TO PROVIDE DIRECT CASH ASSISTANCE. THE FOUNDATION ALSO PROVIDES GROCERIES FOR INDIVIDUALS IN NEED. THE FOUNDATION'S DISTRIBUTIONS WILL BE MADE ONLY TO ESTABLISHED EXEMPT ORGANIZATIONS, RELYING ON THE REPORTS THAT SUCH ORGANIZATIONS PROVIDE FOR ALL OF THEIR DONORS AND FOR THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 2 GEORGE M. RAPIER, III, AN OFFICER AND TRUSTEE OF THE FOUNDATION, OWNS APPROXIMATELY 10% OF WELLMED MEDICAL MANAGEMENT. BRYAN D. GRUNDHOEFER, AN OFFICER AND TRUSTEE OF THE FOUNDATION, IS ALSO AN OFFICER AND DIRECTOR OF WELLMED MEDICAL MANAGEMENT. RICHARD MANNING, JIMMIE KEENAN AND DR. CARLOS HERNANDEZ, ALL TRUSTEES, ALL WORK FOR WELLMED MEDICAL MANAGEMENT. GEORGE M. RAPIER, III, AN OFFICER AND TRUSTEE OF THE FOUNDATION, OWNS APPROXIMATELY 37% OF WMG HEALTHCARE PARTNERS, LP. BRYAN D. GRUNDHOEFER, AN OFFICER AND TRUSTEE OF THE FOUNDATION, OWNS APPROXIMATELY 7% OF WMG HEALTHCARE PARTNERS, LP. WMG HEALTHCARE PARTNERS, LP OWNS 9% OF WELLMED MEDICAL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT AND EXECUTIVE DIRECTOR OF WELLMED MEDICAL MANAGEMENT AND PROVIDED TO AN OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WELLMED MEDICAL MANAGEMENT, INC. HAS A WRITTEN CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES ALL EMPLOYEES TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. THE POLICY IS REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY INTERNAL AND EXTERNAL AUDITORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF FORM 1023, TRUST GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL REPORTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A COPY OF THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART III, LINE 2 The organization ceased offering and operating its Wellness program in Sept of 2023. form 990, part vi, section b, line 13 & 14 WELLMED MEDICAL MANAGEMENT, INC. HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.