2023-11-15T17:43:23-06:00 2022-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2022-01-01 205087010 Wellmed Charitable Foundation % WELLMED MEDICAL MGMT WELL 2106174219 19500 IH 10 W BLDG 1 Mailstop 5132 San Antonio TX 78257 BRYAN GRUNDHOEFER MANAGER 2106174219 2023-11-15 BRYAN GRUNDHOEFER 999009999 STEWART GOODSON P00084462 2102289696 2023-11-14 2 2022 2023-04-26 12:10:37Z X GEORGE M RAPIER III 19500 IH 10 W BLDG 1 Mailstop 5132 San Antonio TX 78257 4851583 false X WWW.WELLMEDCHARITABLEFOUNDATION.ORG X 2006 TX HEALTH EDUCATION AND CHARITABLE GIVING 6 2 0 135 0 6486582 4700218 0 0 231 7363 42208 37727 6529021 4745308 1738675 2920647 0 0 211871 346859 0 0 0 4603846 1722266 6554392 4989772 -25371 -244464 5288908 5178028 1493337 1626921 3795571 3551107 HEALTH EDUCATION AND CHARITABLE GIVING false false 2920646 2920646 WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. 1496794 WELLMED CHARITABLE FOUNDATION OPERATES SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS. 4417440 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 true true true true true true false false false X WELLMED MEDICAL MGMT 2106174219 19500 IH 10 W BLDG 1 MAILSTOP 5132 SAN ANTONIO TX 78257 X GEORGE M RAPIER III CHAIRMAN 1.0 0.0 X 0 0 0 BRYAN D GRUNDHOEFER PRESIDENT 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 597368 4102850 4700218 0 7363 0 0 0 0 0 0 144002 106275 37727 0 0 0 0 0 0 0 4745308 1944314 1944314 976333 976333 0 0 0 0 316641 316641 0 19476 19476 10742 10742 0 44030 36035 7995 93168 93168 0 0 0 320751 320751 87191 87191 22843 22843 0 0 519611 519611 3474 3474 0 0 0 0 0 0 CLASS INSTRUCTORS 387612 387612 0 DUES & MEMBERSHIPS 3000 3000 BOOKS & SUBSCRIPTIONS 18890 18890 TRAINING -188 -188 221884 221884 4989772 4417440 572332 0 1401458 4469614 0 0 0 0 3887450 708414 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5288908 5178028 18398 53870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1474939 1573051 1493337 1626921 X 0 0 0 0 3795571 3551107 3795571 3551107 5288908 5178028 -244464 X false true X true false X 4401286 6270731 6456026 6513499 4846047 28487589 0 0 4401286 6270731 6456026 6513499 4846047 28487589 7338540 21149049 0 0 0 28487589 0.74240 0.73789 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22010 FUNDS HELD FOR OTHERS 750000 20060 INTERCOMPANY PAYABLES 340437 20070 ADVANCE PAYABLE 400000 23200 ACCRUED EXPENSES 82614 23300 DUE TO LOS PADRES FUND 0 1573051 4745308 4745308 4745308 4989772 4989772 4989772 Part XI, Line 4b Part XI, Line 4b - Amounts included on Form 990, Part VIII, line 12, but not on line 1: Rounding Adjustment between Form 990 and Audited Financials..... Golf Classic 144002 144002 106275 0 144002 144002 106275 106275 37727 true ALZHEIMERS ASSOCIATION 3429 EXECUTIVE Dr STE 100 AUSTIN TX 78731 742286105 501(c)(3) 18000 CHARITABLE AMERICAN HEART ASSOCIATION 8415 Wurzbach San Antonio TX 78229 135613797 501(c)(3) 11900 CHARITABLE CATHOLIC CHARITIES 1817 E 6th Street Austin TX 78702 741109743 501(c)(3) 25000 CHARITABLE JEWISH FAMILY SERVICES OF SA 12500 NW Military Hwy 250 San Antonio TX 78231 741759264 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 FACE TO FACE LLC 1711 W WHEELER AVE STE 2 ARANSAS PASS TX 78336 300624737 501(C)(3) 5375 CHARITABLE HOPE FOR THE FUTURE CAMPAIGN 2718 W WOODLAWN AVENUE SAN ANTONIO TX 78228 741109740 501(C)(3) 25000 CHARITABLE MADONNA NEIGHBORHOOD CENTER 1906 CASTROVILLE RD SAN ANTONIO TX 78237 741143119 501(C)(3) 11500 CHARITABLE SIXTY AND BETTER 1400 Circle Drive Suite 300 Fort Worth TX 76119 751251339 501(C)(3) 24000 CHARITABLE ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOC 225 N MICHIGAIN 1700 CHICAGO IL 60601 133039601 501(C)(3) 20000 CHARITABLE COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE BLVD PORT ST LUCIE FL 34984 591474012 501(C)(3) 20000 CHARITABLE EL PASOANS FIGHTING HUNGER FOOD BANK 9541 PLAZA CIR EL PASO TX 79927 452893839 501(C)(3) 20000 CHARITABLE METROCREST SERVICES INC 13801 HUTTON DR SUITE 150 FAMRERS BRANCH TX 75234 751548334 501(C)(3) 33750 CHARITABLE TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 25000 CHARITABLE CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS 205 OLMOS DRIVE SAN ANTONIO TX 78212 742828178 501(C)(3) 254250 CHARITABLE COASTAL BEND FOOD BANK 826 KRILL ST CORPUS CHRISTI TX 78408 742234089 501(C)(3) 20500 CHARITABLE Amigos Del Valle Inc 4138 Crosspoint Blvd Edinburg TX 78539 741815988 501(C)(3) 20000 CHARITABLE Mexican American Unity Council 2300 W Commerce St Ste 200 San Antonio TX 78207 746088061 501(c)(3) 10000 CHARITABLE Neighborly Care Network Inc 13945 Evergreen Ave 4th Clearwater FL 33762 591218100 501(c)(3) 19980 CHARITABLE Seniors First Inc 5395 LB McLeod Rd Orlando FL 32811 592759603 501(c)(3) 20000 CHARITABLE The Visiting Nurse Association of Texas 1420 W Mockingbird Lane 700 Dallas TX 75247 750800692 501(c)(3) 22500 CHARITABLE Urban Jacksonville Inc 4250 Lakeside Drive Jacksonville FL 32210 237024899 501(c)(3) 20000 CHARITABLE Senior Friendship Centers Inc 1888 Brother Greenen Way Sarasota FL 34236 591522614 501(c)(3) 10000 CHARITABLE Feeding America Tampa Bay 4702 Transport Drive Bldg 6 Tampa FL 33605 592116576 501(c)(3) 20000 CHARITABLE Community Cooperative Inc PO Box 2143 Fort Myers FL 33902 592602772 501(c)(3) 10000 CHARITABLE American Society on Aging 605 Market St Ste 1111 San Francisco CA 94105 942292868 501(c)(3) 18000 CHARITABLE Senior Citizens of Greater Dallas Inc 3910 Harry Hines Dallas TX 75219 751085555 501(c)(3) 20000 CHARITABLE Paso Del Norte Community Foundation 221 N Kansas Street Suite 1900 El Paso TX 79901 461997449 501(c)(3) 10000 CHARITABLE Catholic Charities of the Diocese of Las Cruces 1280 MED PARK DR Las Cruces NM 88005 850303816 501(c)(3) 8000 CHARITABLE AUSTIN HABITAT FOR HUMANITY INC 500 W Ben White Blvd Austin TX 78704 742373217 501(c)(3) 18000 CHARITABLE SAN ANTONIO METROPOLITAN MINISTREY INC 1919 NW Loop 410 Suite 100 San Antonio TX 78213 742285793 501(c)(3) 20000 CHARITABLE The Rainbow Senior Center at Kronkosky Place 17 Old San Antonio Road Boerne TX 78006 742323883 501(c)(3) 10000 CHARITABLE Alzheimer's Association - Florida Gulf Coast Chapt 14010 Roosevelt Blvd 709 Clearwater FL 33762 592378435 501(c)(3) 31510 CHARITABLE Texas Diaper Bank 1803 Grandstand Drive Suite 150 San Antonio TX 78238 742886380 501(c)(3) 10000 CHARITABLE Meals on Wheels Inc of Tarrant County 5740 Airport Freeway Forth Worth TX 76117 751568798 501(c)(3) 15000 CHARITABLE Northwest Texas Healthcare System Inc 4401 N I-35 Suite 312 Denton TX 76207 752252866 501(c)(3) 26000 CHARITABLE Good Samaritan Center of San Antonio 1600 Saltillo St San Antonio TX 78207 741117340 501(c)(3) 10000 CHARITABLE MercyMed of Tampa Inc 2803 Corrie Way Tampa FL 33618 873685902 501(c)(3) 20000 CHARITABLE Habitat for Humanity of El Paso Inc 1400 Hardaway St Ste 329 El Paso TX 79903 742226271 501(c)(3) 12000 CHARITABLE MEALS ON WHEELS SAN ANTONIO 2718 Danbury San Antonio TX 78217 741948646 501(c)(3) 19750 CHARITABLE COMMUNITY HEALTH DEVELOPMENT INC 908 Evans St Bldg A Uvalde TX 78801 742269739 501(c)(3) 171000 CHARITABLE LLS SOUTH CENTRAL TEXAS 3 International Drive Suite 200 Rye Brook NY 105737501 135644916 501(c)(3) 64409 CHARITABLE COMMUNITY FOUNDATION OF THE HILL COUNTRY 241 Earl Garrett St Kerrville TX 78028 742225369 501(c)(3) 25000 CHARITABLE AREA AGENCY ON AGING 710 Wheeling Ave Cambridge OH 43725 310887396 501(c)(3) 400000 CHARITABLE BELLAGE INC 39-60 46th St Apt 1 Sunnyside NY 11104 850728623 501(c)(3) 20000 CHARITABLE AREA AGENCY OF AGING OF PASCO-PINALLES INC 9549 KOGER BLVD N STE 100 ST PETERSBURG FL 33702 311710636 501(c)(3) 104000 CHARITABLE National Association of Nutrition and Aging Servic 1612 K St NW Ste 200 Washington DC 20006 042639088 501(c)(3) 6000 CHARITABLE 49 Hurricane Relief Fund 174 97157 STORM DAMAGE/FLOOD Grocery Delivery Service 1000 549595 COST GROCERIES & DELIVERY Compassion Fund 126 243816 Fair Market Value Employee Tragedy Fund 51 80436 TRAGEDY ASSISTANCE Housing Assistance Fund 4 3586 HOUSING ASSISTANCE 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 15% OF WELLMED MEDICAL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO AND CONTROLLER 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. WELLMED MEDICAL MANAGEMENT, INC. HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. 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.