WELLMED CHARITABLE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WELLMED CHARITABLE FOUNDATION (EIN 20-5087010)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349316631
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:17:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205087010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellmed Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WELLMED MEDICAL MGMT | InCareOfNm |
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 2106174219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8637 Fredericksburg Road Suite 360 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles J Roach | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 2106174219 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Charles J | PersonFirstNm |
| Person Last | Roach | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEWART GOODSON | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE M RAPIER III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8637 FREDERICKSBURG ROAD 360 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,631,183 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WELLMEDCHARITABLEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | HEALTH EDUCATION AND CHARITABLE GIVING | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1477 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,430,219 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,486,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,060 | PYInvestmentIncomeAmt |
| CY Investment Income | $231 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,770 | PYOtherRevenueAmt |
| CY Other Revenue | $42,208 | CYOtherRevenueAmt |
| PY Total Revenue | $6,428,509 | PYTotalRevenueAmt |
| CY Total Revenue | $6,529,021 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,361,216 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,738,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $314,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $211,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,562,759 | PYOtherExpensesAmt |
| CY Other Expenses | $4,603,846 | CYOtherExpensesAmt |
| PY Total Expenses | $6,238,329 | PYTotalExpensesAmt |
| CY Total Expenses | $6,554,392 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $190,180 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,232,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,288,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,411,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,493,337 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,820,940 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,795,571 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH EDUCATION AND CHARITABLE GIVING | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,738,675 | ExpenseAmt |
| Grant | $1,738,675 | GrantAmt |
| Desc | WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,758,079 | ExpenseAmt |
| Desc | WELLMED CHARITABLE FOUNDATION OPERATES SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,496,754 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLMED MEDICAL MGMT | PersonNm |
| Phone | 2106174219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8637 FREDERICKSBURG RD 360 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| GEORGE M RAPIER III | |||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRYAN D GRUNDHOEFER | |||||||
| PRESIDENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD MANNING | |||||||
| VICE PRESIDENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CJ ROACH | |||||||
| SECR/TREAS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIMMIE KEENAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CARLOS HERNANDEZ | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CAROL E ZERNIAL | |||||||
| EXECUTIVE DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress | |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,098,767 | GovernmentGrantsAmt |
| All Other Contributions | $3,387,815 | AllOtherContributionsAmt |
| Total Contributions | $6,486,582 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,370 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $102,162 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,208 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,529,021 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,907 | TotalAmt |
| Program Services | $1,080,907 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,768 | TotalAmt |
| Program Services | $657,768 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,429 | TotalAmt |
| Program Services | $170,429 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,422 | TotalAmt |
| Program Services | $28,422 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,020 | TotalAmt |
| Program Services | $13,020 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,194 | TotalAmt |
| Program Services | $36,988 | ProgramServicesAmt |
| Management And General | $8,206 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,721 | TotalAmt |
| Program Services | $53,721 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,817,021 | TotalAmt |
| Management And General | $2,817,021 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,280 | TotalAmt |
| Program Services | $142,280 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,700 | TotalAmt |
| Program Services | $366,700 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,956 | TotalAmt |
| Program Services | $731,956 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$10 | TotalAmt |
| Program Services | -$10 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,551 | TotalAmt |
| Program Services | $8,551 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CLASS INSTRUCTORS | $206,022 | $206,022 | $0 | |
| DUES & MEMBERSHIPS | $3,069 | $3,069 | ||
| BOOKS & SUBSCRIPTIONS | $18,362 | $18,362 | ||
| TRAINING | $9,333 | $9,333 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,647 | TotalAmt |
| Management And General | $201,647 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,554,392 | TotalAmt |
| Program Services | $3,496,754 | ProgramServicesAmt |
| Management And General | $3,057,638 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,918,249 | BOYAmt |
| EOY | $1,401,458 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,314,084 | BOYAmt |
| EOY | $3,887,450 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,232,333 | BOYAmt |
| EOY | $5,288,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,293 | BOYAmt |
| EOY | $18,398 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,322,100 | BOYAmt |
| EOY | $1,474,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,393 | BOYAmt |
| EOY | $1,493,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,820,940 | BOYAmt |
| EOY | $3,795,571 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,820,940 | BOYAmt |
| EOY | $3,795,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,232,333 | BOYAmt |
| EOY | $5,288,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$25,371 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,998,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,401,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,270,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,456,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,513,499 | CurrentTaxYearAmt |
| Total | $26,640,378 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,998,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,401,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,270,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,456,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,513,499 | CurrentTaxYearAmt |
| Total | $26,640,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,982,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,657,748 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,640,378 | TotalSupportAmt |
| Public Support CY170 | 0.73789 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 22010 FUNDS HELD FOR OTHERS | $632,500 |
| 20060 INTERCOMPANY PAYABLES | $211,862 |
| 20070 ADVANCE PAYABLE | $400,000 |
| 23200 ACCRUED EXPENSES | $206,371 |
| 23300 DUE TO LOS PADRES FUND | $24,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,474,939 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,529,023 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $6,529,023 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,529,021 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,554,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,554,392 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,554,392 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XI, Line 4b | FormAndLineReferenceDesc |
| Explanation | 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..... -2 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Classic | Event1Nm |
| Gross Receipts Event1 | $144,370 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $144,370 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $102,162 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $144,370 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $144,370 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,162 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,162 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $42,208 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| 3429 EXECUTIVE Dr STE 100 | AUSTIN | TX | 78731 | 742286105 | 501(c)(3) | $14,985 | CHARITABLE | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 8415 Wurzbach | San Antonio | TX | 78229 | 135613797 | 501(c)(3) | $13,661 | CHARITABLE | |
| SAN ANTONIO FOOD BANK | ||||||||
| 2939 West Woodlawn | San Antonio | TX | 78228 | 742122979 | 501(c)(3) | $20,615 | CHARITABLE | |
| SAN ANTONIO OASIS | ||||||||
| PO BOX 291010 | San Antonio | TX | 78229 | 262243879 | 501(c)(3) | $21,940 | CHARITABLE | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 9000 Sheridan Street Ste 115 | San Antonio | TX | 33024 | 135644916 | 501(c)(3) | $111,418 | CHARITABLE | |
| LOWER RIO GRANDE VALLEY DEVELOPMENT CENTER | ||||||||
| 301 WEST RAILROAD | WESLACO | TX | 78596 | 741586918 | 501(c)(3) | $10,650 | CHARITABLE | |
| COUNCIL ON AGING OF MARTIN COUNTY | ||||||||
| 900 SE Salerno Road | Stuart | FL | 34997 | 521007762 | 501(c)(3) | $10,000 | CHARITABLE | |
| FACE TO FACE LLC | ||||||||
| 1711 W WHEELER AVE STE 2 | ARANSAS PASS | TX | 78336 | 300624737 | 501(C)(3) | $12,200 | CHARITABLE | |
| NATIONAL ASSOC OF NUTRITIONAL & AGING SERVICE | ||||||||
| 1612 K St NW Ste 200 | Washington | DC | 20006 | 042639088 | 501(C)(3) | $6,000 | CHARITABLE | |
| SAN ANTONIO AREA FOUNDATION | ||||||||
| 303 Pearl Parkway | San Antonio | TX | 78215 | 742725791 | 501(c)(3) | $10,000 | CHARITABLE | Suite 114 |
| JEFFERSON OUTREACH | ||||||||
| 2201 ST CLOUD | SAN ANTONIO | TX | 78228 | 742345987 | 501(C)(3) | $20,000 | CHARITABLE | |
| RESCUE MISSION OF EL PASO | ||||||||
| 1949 WEST PAISANO DR | EL PASO | TX | 79922 | 746062443 | 501(C)(3) | $22,500 | CHARITABLE | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | 746000203 | 501(C)(3) | $20,924 | CHARITABLE | |
| COUNCIL ON AGING OF ST LUCIE INC | ||||||||
| 2501 SW BAYSHORE BLVD | PORT ST LUCIE | FL | 34984 | 591474012 | 501(C)(3) | $11,000 | CHARITABLE | |
| EL PASOANS FIGHTING HUNGER FOOD BANK | ||||||||
| 9541 PLAZA CIR | EL PASO | TX | 79927 | 452893839 | 501(C)(3) | $42,500 | CHARITABLE | |
| METROCREST SERVICES INC | ||||||||
| 13801 HUTTON DR SUITE 150 | FAMRERS BRANCH | TX | 75234 | 751548334 | 501(C)(3) | $20,000 | CHARITABLE | |
| REBUILDING TOGETHER SAN ANTONIO INC | ||||||||
| PO BOX 691881 | SAN ANTONIO | TX | 78269 | 742707477 | 501(C)(3) | $20,000 | CHARITABLE | |
| TEXAS RAMP PROJECT | ||||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | 331139484 | 501(C)(3) | $30,000 | CHARITABLE | |
| FRESHFLY LLC | ||||||||
| 421 N 7TH STREET | PHILDELPHIA | PA | 19123 | 300487960 | 501(C)(3) | $25,000 | CHARITABLE | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | 742217350 | 501(C)(3) | $20,000 | CHARITABLE | |
| The Visiting Nurse Association of Texas | ||||||||
| 1420 W Mockingbird Lane 700 | Dallas | TX | 75247 | 750800692 | 501(c)(3) | $7,000 | CHARITABLE | |
| Senior Friendship Centers Inc | ||||||||
| 1888 Brother Greenen Way | Sarasota | FL | 34236 | 591522614 | 501(c)(3) | $11,000 | CHARITABLE | |
| Feeding America Tampa Bay | ||||||||
| 4702 Transport Drive Bldg 6 | Tampa | FL | 33605 | 592116576 | 501(c)(3) | $20,250 | CHARITABLE | |
| Community Cooperative Inc | ||||||||
| PO Box 2143 | Fort Myers | FL | 33902 | 592602772 | 501(c)(3) | $10,000 | CHARITABLE | |
| Second Harvest Food Bank of Central Florida Inc | ||||||||
| 411 Mercy Drive | Orlando | FL | 32805 | 592142315 | 501(c)(3) | $20,000 | CHARITABLE | |
| Eldersource | ||||||||
| 10688 Old Saint Augustine Rd | Jacksonville | FL | 32257 | 271456179 | 501(c)(3) | $20,000 | CHARITABLE | |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place Dr Ste 250 | Houston | TX | 77027 | 746041411 | 501(c)(3) | $20,000 | CHARITABLE | |
| Salvation Army of the Coastal Bend | ||||||||
| 1804 Buford St | Corpus Christi | TX | 78404 | 135562351 | 501(c)(3) | $6,000 | CHARITABLE | |
| Rising Tides Ministries | ||||||||
| 3636 Monterrey St | Corpus Christi | TX | 78411 | 815245080 | 501(c)(3) | $13,000 | CHARITABLE | |
| Mind & Melody Inc | ||||||||
| 12905 SW 123nd St 6 | Miami | FL | 33186 | 472714159 | 501(c)(3) | $20,000 | CHARITABLE | |
| Meals on Wheels of North Central Texas | ||||||||
| 106 E Kilpatrick St | Cleburne | TX | 76031 | 751555153 | 501(c)(3) | $20,000 | CHARITABLE | |
| Meals on Wheels of Tampa Inc | ||||||||
| 5320 N Blvd | Tampa | FL | 33603 | 591679915 | 501(c)(3) | $20,000 | CHARITABLE | |
| APS Silver Star Board | ||||||||
| PO Box 3270 | El Paso | TX | 79923 | 263981020 | 501(c)(3) | $10,000 | CHARITABLE | |
| American Society on Aging | ||||||||
| 605 Market St Ste 1111 | San Francisco | CA | 94105 | 942292868 | 501(c)(3) | $15,000 | CHARITABLE | |
| Harry Chapin Food Bank of Southwest Florida | ||||||||
| 3760 Fowler Street | Fort Myers | FL | 33901 | 592332120 | 501(c)(3) | $6,750 | CHARITABLE | |
| Senior Citizens of Greater Dallas Inc | ||||||||
| 3910 Harry Hines | Dallas | TX | 75219 | 751085555 | 501(c)(3) | $20,000 | CHARITABLE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Hurricane Relief Fund | 32 | $14,180 | STORM DAMAGE/FLOOD | ||
| Grocery Delivery Service | 69 | GROCERIES & DELIVERY | $526,005 | COST | |
| Compassion Fund | 129 | $99,583 | Fair Market Value | ||
| Scooter & More Medical Mobility | 1 | Scooter | $5,476 | ||
| Employee Tragedy Fund | 9 | $18,000 | TRAGEDY ASSISTANCE | ||
| Housing Assistance Fund | 1 | $1,103 | HOUSING ASSISTANCE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:2817021 |