Wellmed Charitable Foundation
Wellmed Charitable Foundation is a public charity based in San Antonio, Texas, that supports seniors and their caregivers, with an emphasis on wellness and prevention. Founded in 2006, it is the philanthropic partner of WellMed Medical Management.
Wellmed Charitable Foundation at a glance
In short: Wellmed Charitable Foundation gave $1.3M across 35 grants in 2024 (avg $36K), mostly in Texas. 49% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $1,272,482
- +34.5% vs 2023
- Grants made (2024)
- 35
- -27.1% vs 2023
- Average grant
- $36,357
- +84.5% vs 2023
- Median grant
- $20,000
- Total assets
- $5,309,333
- +27.5% vs 2023
- New grantees (estimate)
- 49% first-time grantees (17 of 35, 2024)
- Primary geography
- Texas (90% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Wellmed Charitable Foundation
- Accepts unsolicited proposals
- No
- Invitation Only
-
The 2026 process was invitation-only and does not accept unsolicited requests.
- Contact
Mailing address: 19500 Ih 10 W Bldg 1 Mailstop 5132, San Antonio, TX 78257
Phone: (210) 617-4219
Website: https://wellmedcharitablefoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Wellmed Charitable Foundation
Who Wellmed Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Atascosa Health Center Inc ($300K). Together the top 10 received $835K.
Grant Size Distribution
209 grants across all recorded years
The most common grant size was under $50K: 190 grants of 209 (91%).
Geographic Focus
Where this funder awards grants
The foundation’s 2026 grant announcement identified Austin, Corpus Christi, Dallas/Fort Worth, El Paso, Rio Grande Valley, and San Antonio as grant markets. Its 2024 grant dollars went primarily to Texas recipients (90%), with shares also going to Florida (7%), Illinois (2%), Virginia (1%), and Indiana (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 35 itemized grants.
States
Cities
Is Wellmed Charitable Foundation open to new grantees?
49%
first-time grantees, 2024
In 2024, 17 of 35 grantees (49%) were first-time recipients. First grants averaged $51K; repeat grants $22K. How we count
Medians: $20K first-time, $20K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $702K (2021) to $2.5M (2020). In 2024 it made 35 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atascosa Health Center Inc Pleasanton, TX | Charitable | $300,000 |
| Lone Star Circle of Care Georgetown, TX | Charitable | $300,000 |
| El Pasoans Fighting Hunger Food Bank El Paso, TX | Charitable | $50,000 |
| Meals on Wheels San Antonio San Antonio, TX | Charitable | $35,000 |
| Area Agency of Aging of Pasco-Pinalles Inc St Petersburg, FL | Charitable | $25,326 |
| Family Counseling Service Corpus Christi, TX | Charitable | $25,000 |
| Metrocrest Services Inc Famrers Branch, TX | Charitable | $25,000 |
| Senior Connection Center Inc Tampa, FL | Charitable | $25,000 |
| San Antonio Metropolitan Ministrey Inc San Antonio, TX | Charitable | $25,000 |
| Merced Housing Texas San Antonio, TX | Charitable | $25,000 |
Ready to take the next step with Wellmed Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $5,309,333 | $8,393,921 | $7,340,262 | $1,272,482 | 35 | $78,220 |
| 2023 | $4,164,123 | $3,838,583 | $3,960,192 | $946,043 | 48 | $85,308 |
| 2022 | $5,178,028 | $4,745,308 | $4,989,772 | $1,757,465 | 48 | $7,363 |
| 2021 | $5,288,908 | $6,529,021 | $6,554,392 | $702,393 | 36 | $231 |
| 2020 | $5,232,333 | $6,428,509 | $6,238,329 | $2,544,684 | 42 | $1,060 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to support seniors and their caregivers in the community, with a special emphasis on wellness and prevention. Its 2024 filing says it operates 11 senior centers, offering classroom instruction and education that can include health screenings, activities, seminars, and meals. The filing also describes direct cash assistance to selected individuals and groceries for people in need.
The foundation’s grant priorities include social determinants of health. Its 2026 grant announcement prioritizes serving adults age 60 and older and/or their caregivers; aging in place, caregiver support, healthy aging, or social determinants of health; and organizations demonstrating safe, effective service delivery, cultural responsiveness, community trust, and a track record of effective programs.
Grantees in 2024 included organizations with varied services. Atascosa Health Center says it provides low-cost health care to low- to moderate-income South Texas families, while Lone Star Circle of Care says it provides accessible health care focused on underserved Texas neighbors. El Pasoans Fighting Hunger describes its work as procuring and distributing nutritious food, and Meals on Wheels San Antonio says it serves frail and isolated residents. Other grantees included organizations focused on aging services, affordable housing, and support for people experiencing homelessness.
Grantmaking
In filing year 2024, the foundation reported 35 grants totaling $1,272,482. Grants ranged from $10,000 to $300,000, with a median of $20,000. The largest awards were $300,000 each to Atascosa Health Center Inc. and Lone Star Circle of Care. Other notable awards included $50,000 to El Pasoans Fighting Hunger Food Bank and $35,000 to Meals on Wheels San Antonio.
For the 2026 cycle, the foundation said it was moving from an open grant announcement to an invitation-only application process. Invited organizations were to submit proposals through the foundation’s online grant management system, with proposals reviewed by a selection committee. The announced timeline placed invitations in May–June, submissions in July–August, review in August, and final decisions and notifications in September 2026; this cycle has passed.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists George M. Rapier III as chairman; Bryan D. Grundhoefer as manager; Richard Manning as vice president; CJ Roach as secretary/treasurer; Carlos Hernandez and Barbara Allen as directors; and Carol E. Zernial as executive director. The foundation’s website identifies Dr. George Rapier III as its founder and chairman of the board.
Wellmed Charitable Foundation is led by Carol E. Zernial, Executive Director on every filing since 2020; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carol E. Zernial
Executive Director
On filings since 2020
1 hr/week
No compensation reported
George M. Rapier III
Chairman
On filings since 2020
1 hr/week
No compensation reported
Carlos Hernandez
Director
On filings since 2020
1 hr/week
No compensation reported
Barbara Allen
Director
New on the 2024 filing
1 hr/week
No compensation reported
Bryan D. Grundhoefer
Manager
President → Manager, 2023
On filings since 2020
1 hr/week
No compensation reported
Cj Roach
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Richard Manning
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Jimmie Keenan (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Wellmed Charitable Foundation
How much does Wellmed Charitable Foundation give each year?
Wellmed Charitable Foundation gave $1.3M across 35 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $946K across 48 grants.
What is Wellmed Charitable Foundation's typical grant size?
Wellmed Charitable Foundation's median grant in 2024 was $20,000, and its average grant was $36,357, across 35 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Wellmed Charitable Foundation that year got $51K on average.
Where does Wellmed Charitable Foundation give grants?
Wellmed Charitable Foundation gives mostly in Texas: 90% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Florida (7%). The most frequent recipient cities were San Antonio, TX (9 grants), El Paso, TX (4 grants), Tampa, FL (3 grants) and Georgetown, TX (2 grants).
Does Wellmed Charitable Foundation give general operating support?
Not in 2024: none of the 35 grants with a stated purpose on Wellmed Charitable Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Charitable" (35 grants).
Who are Wellmed Charitable Foundation's largest grantees?
Wellmed Charitable Foundation's largest 2024 grantees include Atascosa Health Center Inc ($300,000), Lone Star Circle of Care ($300,000) and El Pasoans Fighting Hunger Food Bank ($50,000), according to its 2024 IRS Form 990. Together they received 51% of its itemized 2024 grant dollars.
How large is Wellmed Charitable Foundation?
Wellmed Charitable Foundation reported $5.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $8.4M.
What does Wellmed Charitable Foundation fund?
The foundation’s stated mission is to support seniors and their caregivers in the community, with a special emphasis on wellness and prevention. See mission & focus areas ↑
How do I apply for a grant from Wellmed Charitable Foundation?
The 2026 process was invitation-only and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wellmed Charitable Foundation's EIN?
Wellmed Charitable Foundation's EIN (Employer Identification Number) is 20-5087010. IRS Form 990 filing data is available on this page for 2020–2024.
Does Wellmed Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Wellmed Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Wellmed Charitable Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/wellmed-charitable-foundation-morg_d117a42dd99940d58b81f9d5ca3058e3
BibTeX
@misc{grantable_205087010_2026,
author = {{Grantable}},
title = {{Wellmed Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wellmed-charitable-foundation-morg_d117a42dd99940d58b81f9d5ca3058e3},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Wellmed Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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