2025-11-17T14:39:07-06:00 2024-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2024-01-01 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 2025-11-17 true true Lee Sinclair P01517353 2102289696 2025-11-14 2024 2025-03-06 01:10:19Z GEORGE M RAPIER III 19500 IH 10 W BLDG 1 Mailstop San Antonio TX 78257 8575695 false X WWW.WELLMEDCHARITABLEFOUNDATION.ORG X 2006 TX HEALTH EDUCATION AND CHARITABLE GIVING 6 2 0 614 0 3685096 8195951 0 0 85308 78220 68179 119750 3838583 8393921 1374244 1859888 0 0 493412 501109 0 0 0 2092536 4979265 3960192 7340262 -121609 1053659 4164123 5309333 734625 826176 3429498 4483157 X OUR MISSION IS TO SUPPORT SENIORS AND THEIR CAREGIVERS IN OUR COMMUNITY WITH A SPECIAL EMPHASIS ON WELLNESS AND PREVENTION. false true 1855137 1855137 0 WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. There were 247 cash awards provided as part of the Compassion Fund. 4978616 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. 6833753 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 true false false false false false false false false true 58 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 CARLOS HERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 BARBARA ALLEN 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 809278 7386673 3167396 8195951 0 78220 0 0 0 0 0 0 301524 181774 119750 0 0 0 0 0 0 0 8393921 1319122 1319122 540766 540766 0 0 0 0 501109 501109 0 0 0 0 63726 52154 11572 75948 75948 0 0 0 267795 267795 33566 33566 19103 19103 0 0 3754653 3754653 0 0 0 0 0 0 6463 6463 CLASS INSTRUCTORS 530869 530869 0 REIMBURSABLE EXPENSES 168434 168434 LICENSES & ACCREDITATION 21663 21663 BOOKS & SUBSCRIPTIONS 21054 21054 15991 15991 7340262 6833753 506509 0 3430529 4218150 0 0 0 0 733594 1066710 0 0 0 0 0 0 0 0 0 24473 0 0 0 0 0 0 0 0 0 0 0 0 4164123 5309333 23554 38143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 711071 788033 734625 826176 X 0 0 0 0 3429498 4483157 3429498 4483157 4164123 5309333 1053659 X false true X true false X 6456026 6513499 4846047 3848554 8497475 30161601 0 0 6456026 6513499 4846047 3848554 8497475 30161601 4423578 25738023 0 0 0 30161601 0.85334 0.72737 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22010 FUNDS HELD FOR OTHERS 0 20060 INTERCOMPANY PAYABLES 359853 20070 ADVANCE PAYABLE 400000 23200 ACCRUED EXPENSES 28180 788033 8393921 8393921 8393921 7340262 7340262 7340262 Golf Classic 302408 302408 142387 0 302408 302408 142387 142387 160021 true SAN ANTONIO FOOD BANK 2939 West Woodlawn San Antonio TX 78228 742122979 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 RAINBOW SENIOR CENTER FOUNDATION INC PO Box 1039 Boerne TX 78006 742323883 501(c)(3) 20000 CHARITABLE FAITH IN ACTION 2425 Williams Dr 104 Georgetown TX 78628 942206497 501(C)(3) 15000 CHARITABLE MEALS ON WHEELS 413 N LEE STREET ALEXANDRIA VA 22314 237399875 501(C)(3) 15115 CHARITABLE RESCUE MISSION OF EL PASO 1949 WEST PAISANO DR EL PASO TX 79922 746062443 501(C)(3) 15000 CHARITABLE FAMILY COUNSELING SERVICE 3833 S STAPLES S203 CORPUS CHRISTI TX 78408 741321308 501(C)(3) 25000 CHARITABLE EL PASOANS FIGHTING HUNGER FOOD BANK 9541 PLAZA CIR EL PASO TX 79927 452893839 501(C)(3) 50000 CHARITABLE METROCREST SERVICES INC 13801 HUTTON 150 FAMRERS BRANCH TX 75234 751548334 501(C)(3) 25000 CHARITABLE TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 20000 CHARITABLE Amigos Del Valle Inc 4138 Crosspoint Blvd Edinburg TX 78539 741815988 501(C)(3) 20000 CHARITABLE Senior Connection Center Inc 8928 Brittany Way Tampa FL 33619 592074063 501(c)(3) 25000 CHARITABLE Meals on Wheels of Tampa Inc 5320 N Blvd Tampa FL 33603 591679915 501(c)(3) 15000 CHARITABLE SAN ANTONIO METROPOLITAN MINISTREY INC 1919 NW Loop 410 Suite 100 San Antonio TX 78213 742285793 501(c)(3) 25000 CHARITABLE Texas Diaper Bank 1803 Grandstand Drive Suite 150 San Antonio TX 78238 742886380 501(c)(3) 20000 CHARITABLE MEALS ON WHEELS SAN ANTONIO 2718 Danbury San Antonio TX 78217 741948646 501(c)(3) 35000 CHARITABLE AREA AGENCY OF AGING OF PASCO-PINALLES INC 9549 KOGER BLVD N STE 100 ST PETERSBURG FL 33702 311710636 501(c)(3) 25326 CHARITABLE BREAD OF LIFE INC 2019 Crawford St HOUSTON TX 77002 760386510 501(C)(3) 20000 CHARITABLE SA CHRISTIAN HOPE RESOURCE CENTER PO Box 780904 SAN ANTONIO TX 78278 742989365 501(C)(3) 20000 CHARITABLE ONE WORLD SURGERY 510 Lake Cook Rd 400 DEERFIELD IL 60015 475128573 501(C)(3) 20000 CHARITABLE Atascosa Health Center Inc 310 W Oaklawn Rd Pleasanton TX 78064 742089103 501(C)(3) 300000 CHARITABLE BakerRipley 550 Harrisburg Blvd 200 Houston TX 77011 237062976 501(C)(3) 15000 CHARITABLE Ciudad Nueva Community Outreach 528 Yandell Dr El Paso TX 79902 200806957 501(C)(3) 15000 CHARITABLE Fiscal Sponsorship Allies Inc 3500 Depauw Blvd Ste 3090 Indianapolis IN 46268 850839183 501(C)(3) 10000 CHARITABLE Kings Compassion Old Union Stockyard 1731 S San Marcos 906 San Antonio TX 78207 275131736 501(C)(3) 20000 CHARITABLE Lone Star Circle of Care 2423 Williams Drive Suite 107 Georgetown TX 78628 743001674 501(C)(3) 300000 CHARITABLE Merced Housing Texas 120 W Mistletoe Ave San Antonio TX 78212 742740889 501(C)(3) 25000 CHARITABLE Rebuilding Together El Paso 6400 Airport Rd El Paso TX 79925 742718788 501(C)(3) 25000 CHARITABLE Senior Resource Association Inc 694 14th Street Vero Beach FL 32960 591539957 501(C)(3) 10000 CHARITABLE Special Olympics Texas Inc 4732 Whirlwind Dr San Antonio TX 78217 741998367 501(C)(3) 20000 CHARITABLE Tampa Metropolitan Area YMCA 110 E Oak Ave Tampa FL 33602 591742909 501(C)(3) 10000 CHARITABLE Taste Project 1200 S Main St Fort Worth TX 76104 455471587 501(C)(3) 15000 CHARITABLE Texas Tech Foundation Inc 1508 Knoxville Avenue Box 41081 Lubbock TX 79409 756043842 501(C)(3) 20000 CHARITABLE The Womens Center of Tarrant County 1723 Hemphill St D Fort Worth TX 76110 751501868 501(C)(3) 25000 CHARITABLE 35 Hurricane Relief Fund 92 90177 Compassion Fund 247 442838 Employee Tragedy Fund 3 3000 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. false false false FORM 990, PART VI, SECTION A, LINE 2 GEORGE M. RAPIER, III, AN OFFICER AND TRUSTEE OF THE FOUNDATION, OWNS APPROXIMATELY 6% 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 IS A TRUSTEE OF THE FOUNDATION WHO IS A RETIRED EMPLOYEE OF WELLMED MEDICAL MANAGEMENT WHO SERVES ON THE BOARD OF DIRECTORS. BARBARA ALLEN IS A TRUSTEE WHO WORKS 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 vi, section b, line 13 & 14 WELLMED MEDICAL MANAGEMENT, INC. HAS A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART III, LINE 2 The organization ceased offering and operating its WellMed Delivers program in 2024.