Mission
OUR MISSION IS TO SUPPORT SENIORS AND THEIR CAREGIVERS IN OUR COMMUNITY WITH A SPECIAL EMPHASIS ON WELLNESS AND PREVENTION.
Public Charity
Wellmed Charitable Foundation
Based in San Antonio, TX, Wellmed Charitable Foundation operates as a Public Charity. The organization reported $8.4M in revenue, $7.3M in expenses, $5.3M in total assets for fiscal year 2024. Imperigo tracks 22 reported grant relationships connected to this organization totaling approximately $6.1M.
EIN: 205087010
San Antonio, TX
Adult Education
NTEE: B60
Latest filing: 2024
Total Revenue$8.4M
Total Expenses$7.3M
Total Assets$5.3M
Grant Records22
Funding Total$6.1M
Filing Years2020–2024
Where $100 goes at Wellmed Charitable Foundation
How Wellmed Charitable Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.
$89
Programs
the work itself
$11
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $89 for programs
$65
Wellmed Charitable Foundation operates 11 senior centers and provides classroom instruction and education for the benefit of the senior citizens varying by location, including but not limited to…
$24
Wellmed Charitable Foundation CONTRIBUTES FINANCIAL ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY BASED ON NEED
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$727,612
GENERAL SUPPORT
$727,612
GENERAL SUPPORT
$709,882
For grant recipient's exempt purposes
$6,459
GENERAL SUPPORT
$785,585
Showing up to 5 of 22 total records — full history available with membership.
Officers & Directors
DIRECTOR
Barbara Allen
MANAGER
Bryan D Grundhoefer
DIRECTOR
Carlos Hernandez
EXECUTIVE DIRECTOR
Carol E Zernial
SECR/TREAS
Cj Roach
CHAIRMAN
George M Rapier Iii
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $8.4M | $7.3M | $5.3M |
| 2023 | $3.8M | $4.0M | $4.2M |
| 2022 | $4.7M | $5.0M | $5.2M |
| 2020 | $6.4M | $6.2M | $5.2M |
Between 2020 and 2024, reported annual revenue grew from $6.4M to $8.4M (+31%), with total assets most recently reported at $5.3M.
Interactive year-over-year charts and full filing details available with membership.