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.
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.
Ready to take the next step with Wellmed Charitable Foundation?
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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Wellmed Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities