The Wellmed Charitable Foundation is a 501(c)(3) nonprofit organization headquartered in San Antonio, Texas. Founded in 2006, the foundation operates as the philanthropic partner of WellMed Medical Management. The organization supports older adults and their caregivers through direct service programs, grants, and community partnerships with a special emphasis on wellness and prevention.
Key facts about Wellmed Charitable Foundation
- EIN
- 20-5087010
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,272,482
- Grants made (2024)
- 35
- Average grant
- $36,357
- Median grant
- $20,000
- Total assets
- $5,309,333
- Primary geography
- Texas (90% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Wellmed Charitable Foundation funds
By grant dollars, the top recipient states for Wellmed Charitable Foundation's 35 itemized 2024 grants were Texas (90%) and 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). None of its 35 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (35 grants).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
+27.5% YoY
Annual Giving
$1.3M
+34.5% YoY
Grant Count
35
-27.1% YoY
Avg Grant Size
$36K
+84.5% YoY
Mission & Focus Areas
Mission: To support seniors and their caregivers in our community with a special emphasis on wellness and prevention.
The foundation focuses on addressing social determinants of health for older adults (age 60+) and their family caregivers, including:
- Food insecurity
- Economic security
- Transportation
- Housing
- Social isolation
The foundation operates 14 senior activity centers and provides classroom instruction, health screenings, activities, seminars, and meals. The foundation also supports caregiver education and assistance programs nationwide.
Grantmaking
The Wellmed Charitable Foundation awards grants to nonprofit organizations serving seniors and caregivers. In 2025, the foundation awarded $500,000 in grants across multiple Texas markets.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations across Texas and Florida, with particular concentration in:
- San Antonio (headquarters market)
- Austin
- Corpus Christi
- El Paso and Southwest New Mexico
- Houston
- Dallas-Fort Worth
- Rio Grande Valley
- Brownsville
The foundation operates 14 senior centers across these regions and supports caregiver programs nationwide.
Grant Distribution by State
Share of all 35 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
2024 Financial Summary:
- Total Revenue: $8.39 million
- Total Expenses: $7.34 million
- Total Assets: $5.31 million
- Total Liabilities: $826,000
Historical Impact: Over 19 years (2006-2024), the foundation has made a $91 million impact on communities through direct services, education, and charitable contributions.
Membership: The foundation welcomed more than 5,000 new members through senior center doors in 2024, bringing the cumulative total to 63,000 members since 2006.
Funding Sources: The foundation is predominantly funded by employees of WellMed Medical Management, whose contributions are matched by WellMed Medical Management and UnitedHealth Group. Additional funding comes from business partners and event sponsors.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,309,333 | $4,164,123 | $5,178,028 |
| Revenue | $8,393,921 | $3,838,583 | $4,745,308 |
| Expenses | $7,340,262 | $3,960,192 | $4,989,772 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $78,220 | $85,308 | $7,363 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
209 grants across all recorded years
Open Grants
1 open opportunity from Wellmed Charitable Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Atascosa Health Center Inc ($300,000), Lone Star Circle of Care ($300,000), El Pasoans Fighting Hunger Food Bank ($50,000).
| 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Dr. George Rapier III, M.D. – Founder and Chairman of the Board
- Carol Zernial – Executive Director
- Brittany Pratt – Vice President, Social Responsibility
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE M RAPIER III | CHAIRMAN | 1 | — |
| BRYAN D GRUNDHOEFER | MANAGER | 1 | — |
| RICHARD MANNING | VICE PRESIDENT | 1 | — |
| CJ ROACH | SECR/TREAS | 1 | — |
| CARLOS HERNANDEZ | DIRECTOR | 1 | — |
| BARBARA ALLEN | DIRECTOR | 1 | — |
| CAROL E ZERNIAL | EXECUTIVE DIRECTOR | 1 | — |
Recent News & Activity
Recent developments and announcements
**2024 Accomplishments:**
Welcomed 5,000+ new senior center members
Launched partnership with Wowzitude to offer live-streaming virtual tours from around the world for seniors
Opened 14th senior center location in Brownsville, Texas
Continued expansion of caregiver programs in Texas and Florida
**Signature Events:**
The foundation organizes annual signature events including:
The Annual Caregiver Summit
The Golf Classic
The foundation accepts sponsorship opportunities for these events.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Wellmed Charitable Foundation fund?
**Mission:** To support seniors and their caregivers in our community with a special emphasis on wellness and prevention. The foundation focuses on addressing social determinants of health for older adults (age 60+) and their family caregivers, including: • Food insecurity • Economic security • Transportation • Housing • Social isolation The foundation operates 14 senior activity centers and provides classroom instruction, health screenings, activities, seminars, and meals. The foundation also …
How do I apply for a grant from Wellmed Charitable Foundation?
The Wellmed Charitable Foundation awards grants to nonprofit organizations serving seniors and caregivers. In 2025, the foundation awarded $500,000 in grants across multiple Texas markets. **Recent Grant Awards (2025):** • Grants ranged from $10,000 to $25,000 • 21 organizations received funding across markets including Austin, Corpus Christi, El Paso, Houston, Dallas-Fort Worth, Rio Grande Valley, and San Antonio • Focus areas included meals programs, housing assistance, guardianship services,…
Where does Wellmed Charitable Foundation make grants?
The foundation funds organizations across Texas and Florida, with particular concentration in: • San Antonio (headquarters market) • Austin • Corpus Christi • El Paso and Southwest New Mexico • Houston • Dallas-Fort Worth • Rio Grande Valley • Brownsville The foundation operates 14 senior centers across these regions and supports caregiver programs nationwide.
What size grants does Wellmed Charitable Foundation award?
In 2024, Wellmed Charitable Foundation awarded 35 grants totaling $1.3M — an average of about $36K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Wellmed Charitable Foundation's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.