2022-11-14T16:17:03-06:00 2021-12-31 ERNST & YOUNG US LLP 111 W Houston St Ste 1901 SAN ANTONIO TX 78205 990 2021-01-01 205087010 Wellmed Charitable Foundation % WELLMED MEDICAL MGMT WELL 2106174219 8637 Fredericksburg Road Suite 360 San Antonio TX 78240 Charles J Roach Secretary/Treasurer 2106174219 2022-11-14 Charles J Roach 999009999 STEWART GOODSON P00084462 2102289696 2022-11-14 2 2021 2022-09-23 18:48:47Z GEORGE M RAPIER III 8637 FREDERICKSBURG ROAD 360 SAN ANTONIO TX 78240 6631183 false X WWW.WELLMEDCHARITABLEFOUNDATION.ORG X 2006 TX HEALTH EDUCATION AND CHARITABLE GIVING 6 2 0 1477 0 6430219 6486582 0 0 1060 231 -2770 42208 6428509 6529021 4361216 1738675 0 0 314354 211871 0 0 0 1562759 4603846 6238329 6554392 190180 -25371 5232333 5288908 1411393 1493337 3820940 3795571 HEALTH EDUCATION AND CHARITABLE GIVING false false 1738675 1738675 WELLMED CHARITABLE FOUNDATION CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED. 1758079 WELLMED CHARITABLE FOUNDATION OPERATES SENIOR CENTERS AND PROVIDES CLASSROOM INSTRUCTION AND EDUCATION FOR THE BENEFIT OF THE SENIOR CITIZENS. 3496754 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 46 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 8637 FREDERICKSBURG RD 360 SAN ANTONIO TX 78240 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 3098767 3387815 6486582 0 231 0 0 0 0 0 0 144370 102162 42208 0 0 0 0 0 0 0 6529021 1080907 1080907 657768 657768 0 0 0 0 170429 170429 0 28422 28422 13020 13020 0 45194 36988 8206 53721 53721 0 0 0 2817021 2817021 142280 142280 366700 366700 0 0 731956 731956 -10 -10 0 0 0 0 0 8551 8551 CLASS INSTRUCTORS 206022 206022 0 DUES & MEMBERSHIPS 3069 3069 BOOKS & SUBSCRIPTIONS 18362 18362 TRAINING 9333 9333 201647 201647 6554392 3496754 3057638 0 3918249 1401458 0 0 0 0 1314084 3887450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5232333 5288908 89293 18398 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1322100 1474939 1411393 1493337 X 0 0 0 0 3820940 3795571 3820940 3795571 5232333 5288908 -25371 X false true X true false X 2998836 4401286 6270731 6456026 6513499 26640378 0 0 2998836 4401286 6270731 6456026 6513499 26640378 6982630 19657748 0 0 0 26640378 0.73789 0.68520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22010 FUNDS HELD FOR OTHERS 632500 20060 INTERCOMPANY PAYABLES 211862 20070 ADVANCE PAYABLE 400000 23200 ACCRUED EXPENSES 206371 23300 DUE TO LOS PADRES FUND 24206 1474939 6529023 6529023 -2 -2 6529021 6554392 6554392 6554392 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..... -2 Golf Classic 144370 144370 102162 0 144370 144370 102162 102162 42208 true ALZHEIMERS ASSOCIATION 3429 EXECUTIVE Dr STE 100 AUSTIN TX 78731 742286105 501(c)(3) 14985 CHARITABLE AMERICAN HEART ASSOCIATION 8415 Wurzbach San Antonio TX 78229 135613797 501(c)(3) 13661 CHARITABLE SAN ANTONIO FOOD BANK 2939 West Woodlawn San Antonio TX 78228 742122979 501(c)(3) 20615 CHARITABLE SAN ANTONIO OASIS PO BOX 291010 San Antonio TX 78229 262243879 501(c)(3) 21940 CHARITABLE THE LEUKEMIA & LYMPHOMA SOCIETY 9000 Sheridan Street Ste 115 San Antonio TX 33024 135644916 501(c)(3) 111418 CHARITABLE LOWER RIO GRANDE VALLEY DEVELOPMENT CENTER 301 WEST RAILROAD WESLACO TX 78596 741586918 501(c)(3) 10650 CHARITABLE COUNCIL ON AGING OF MARTIN COUNTY 900 SE Salerno Road Stuart FL 34997 521007762 501(c)(3) 10000 CHARITABLE FACE TO FACE LLC 1711 W WHEELER AVE STE 2 ARANSAS PASS TX 78336 300624737 501(C)(3) 12200 CHARITABLE NATIONAL ASSOC OF NUTRITIONAL & AGING SERVICE 1612 K St NW Ste 200 Washington DC 20006 042639088 501(C)(3) 6000 CHARITABLE SAN ANTONIO AREA FOUNDATION 303 Pearl Parkway Suite 114 San Antonio TX 78215 742725791 501(c)(3) 10000 CHARITABLE JEFFERSON OUTREACH 2201 ST CLOUD SAN ANTONIO TX 78228 742345987 501(C)(3) 20000 CHARITABLE RESCUE MISSION OF EL PASO 1949 WEST PAISANO DR EL PASO TX 79922 746062443 501(C)(3) 22500 CHARITABLE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 746000203 501(C)(3) 20924 CHARITABLE COUNCIL ON AGING OF ST LUCIE INC 2501 SW BAYSHORE BLVD PORT ST LUCIE FL 34984 591474012 501(C)(3) 11000 CHARITABLE EL PASOANS FIGHTING HUNGER FOOD BANK 9541 PLAZA CIR EL PASO TX 79927 452893839 501(C)(3) 42500 CHARITABLE METROCREST SERVICES INC 13801 HUTTON DR SUITE 150 FAMRERS BRANCH TX 75234 751548334 501(C)(3) 20000 CHARITABLE REBUILDING TOGETHER SAN ANTONIO INC PO BOX 691881 SAN ANTONIO TX 78269 742707477 501(C)(3) 20000 CHARITABLE TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 30000 CHARITABLE FRESHFLY LLC 421 N 7TH STREET PHILDELPHIA PA 19123 300487960 501(C)(3) 25000 CHARITABLE CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 742217350 501(C)(3) 20000 CHARITABLE The Visiting Nurse Association of Texas 1420 W Mockingbird Lane 700 Dallas TX 75247 750800692 501(c)(3) 7000 CHARITABLE Senior Friendship Centers Inc 1888 Brother Greenen Way Sarasota FL 34236 591522614 501(c)(3) 11000 CHARITABLE Feeding America Tampa Bay 4702 Transport Drive Bldg 6 Tampa FL 33605 592116576 501(c)(3) 20250 CHARITABLE Community Cooperative Inc PO Box 2143 Fort Myers FL 33902 592602772 501(c)(3) 10000 CHARITABLE Second Harvest Food Bank of Central Florida Inc 411 Mercy Drive Orlando FL 32805 592142315 501(c)(3) 20000 CHARITABLE Eldersource 10688 Old Saint Augustine Rd Jacksonville FL 32257 271456179 501(c)(3) 20000 CHARITABLE University of Houston Foundation 4543 Post Oak Place Dr Ste 250 Houston TX 77027 746041411 501(c)(3) 20000 CHARITABLE Salvation Army of the Coastal Bend 1804 Buford St Corpus Christi TX 78404 135562351 501(c)(3) 6000 CHARITABLE Rising Tides Ministries 3636 Monterrey St Corpus Christi TX 78411 815245080 501(c)(3) 13000 CHARITABLE Mind & Melody Inc 12905 SW 123nd St 6 Miami FL 33186 472714159 501(c)(3) 20000 CHARITABLE Meals on Wheels of North Central Texas 106 E Kilpatrick St Cleburne TX 76031 751555153 501(c)(3) 20000 CHARITABLE Meals on Wheels of Tampa Inc 5320 N Blvd Tampa FL 33603 591679915 501(c)(3) 20000 CHARITABLE APS Silver Star Board PO Box 3270 El Paso TX 79923 263981020 501(c)(3) 10000 CHARITABLE American Society on Aging 605 Market St Ste 1111 San Francisco CA 94105 942292868 501(c)(3) 15000 CHARITABLE Harry Chapin Food Bank of Southwest Florida 3760 Fowler Street Fort Myers FL 33901 592332120 501(c)(3) 6750 CHARITABLE Senior Citizens of Greater Dallas Inc 3910 Harry Hines Dallas TX 75219 751085555 501(c)(3) 20000 CHARITABLE 36 Hurricane Relief Fund 32 14180 STORM DAMAGE/FLOOD Grocery Delivery Service 69 526005 COST GROCERIES & DELIVERY Compassion Fund 129 99583 Fair Market Value Scooter & More Medical Mobility 1 5476 Scooter Employee Tragedy Fund 9 18000 TRAGEDY ASSISTANCE Housing Assistance Fund 1 1103 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. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:2817021