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· Public charity

Wellmed Charitable Foundation

Our mission is to support seniors and their caregivers in our community with a special emphasis on wellness and prevention.

$1.9M
Granted FY2024still arriving
35
Grants FY2024still arriving
5
States reached
$300k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Human Services$2.6MHealth$1.3MFood & Nutrition$1.2MReligion$1.0MHousing & Shelter$609kCommunity Improvement$115kPhilanthropy$75kPublic Benefit$70kOther$0
02FY2024 · 35 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 35 grants below total $1,272,482, the rows itemized in this filing. The $1,859,888 headline is the total grant expense on the return; the other $587,406 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • $10k–50k32 grants · $622k
  • $50k–250k1 grant · $50k
  • $250k+2 grants · $600k
$20,000
Median grant
5
States reached
$5.3M
Total assets
Largest grants
RecipientAmount
Atascosa Health Center Inc$300,000
Lone Star Circle of Care$300,000
EL PASOANS FIGHTING HUNGER FOOD BANK$50,000
MEALS ON WHEELS SAN ANTONIO$35,000
AREA AGENCY OF AGING OF PASCO-PINALLES INC$25,326
SAN ANTONIO METROPOLITAN MINISTREY INC$25,000
METROCREST SERVICES INC$25,000
Merced Housing Texas$25,000
Senior Connection Center Inc$25,000
FAMILY COUNSELING SERVICE$25,000
Rebuilding Together El Paso$25,000
The Womens Center of Tarrant County$25,000
ONE WORLD SURGERY$20,000
SA CHRISTIAN HOPE RESOURCE CENTER$20,000
Amigos Del Valle Inc$20,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–24, $2.1M) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 91% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%American Society on Aging: $18k → 10%Eagles Flight Advocacy and Outreach: $20k → 7%Meals on Wheels of North Central Texas: $20k → 10%South Asians International Volunteer Assoc: $20k → 10%SIXTY AND BETTER: $24k → 11%Neighborhood Center of West Volusia Inc: $20k → 12%AREA AGENCY OF AGING OF PASCO-PINALLES INC: $104k → 12%Seniors First Inc: $38k → 13%COUNCIL ON AGING OF ST LUCIE INC: $21k → 13%Urban Jacksonville Inc: $149k → 14%AREA AGENCY ON AGING: $400k → 15%American Society on Aging: $15k → 10%Meals On Wheels Collin County: $15k → 5%Meals on Wheels of North Central Texas: $15k → 10%SIXTY AND BETTER: $15k → 11%BREAD OF LIFE INC: $25k → 16%CASA DE PEREGRINOS INC: $25k → 23%AREA AGENCY OF AGING OF PASCO-PINALLES INC: $25k → 12%Senior Connection Center Inc: $70k → 13%Human Services Network Inc: $67k → 13%COUNCIL ON AGING OF ST LUCIE INC: $20k → 13%Urban Jacksonville Inc: $25k → 14%FAMILY VIOLENCE PREVENTION SERVICES INC: $20k → 16%BREAD OF LIFE INC: $20k → 16%RESCUE MISSION OF EL PASO: $23k → 21%Neighborly Care Network Inc: $76k → 12%Seniors First Inc: $20k → 13%Senior Connection Center Inc: $25k → 13%COUNCIL ON AGING OF ST LUCIE INC: $20k → 13%Urban Jacksonville Inc: $20k → 14%BakerRipley: $15k → 16%FAMILY COUNSELING SERVICE: $25k → 17%Area Agency on Aging of Central Florida Inc: $20k → 13%COUNCIL ON AGING OF ST LUCIE INC: $11k → 13%Eldersource: $20k → 14%RESCUE MISSION OF EL PASO: $15k → 21%Neighborly Care Network Inc: $20k → 12%RESCUE MISSION OF EL PASO: $15k → 21%METROCREST SERVICES INC: $34k → 14%METROCREST SERVICES INC: $25k → 14%METROCREST SERVICES INC: $25k → 14%METROCREST SERVICES INC: $20k → 14%METROCREST SERVICES INC: $20k → 14%Mexican American Unity Council: $20k → 16%MADONNA NEIGHBORHOOD CENTER: $20k → 16%MADONNA NEIGHBORHOOD CENTER: $12k → 16%CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS: $254k → 16%SAN ANTONIO LIGHTHOUSE FOR THE BLIND: $25k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
IN
OH
PA
CA
VA
NM
DC
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

60%of every dollar goes to organizations it has funded before.
$4.3M · 45 repeat orgs$2.8M to everyone else

Grantees it renews have grown median revenue +12% since the first grant, against +4% for those funded once.

45 repeat relationships: 19 still active in FY2024, 26 since wound down; 16 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

45
62

Total granted

$4.3M
$2.0M

Median revenue growth · since first grant

+12%
+4%

Still filing today

87%
73%

New vs renewed · share of each year

In FY2024, 33% of grant dollars renewed an existing relationship; $850k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Human ServicesHealthFood & NutritionHousing & ShelterCommunity ImprovementEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • AD
    AMIGOS DEL VALLE INC
    4× · 2020–2024 · $346k · revenue +4%
  • UJ
    URBAN JACKSONVILLE INC
    3× · 2020–2023 · $194k · revenue +42%
  • AA
    AREA AGENCY ON AGING OF PASCO-PINELLAS INC
    2× · 2022–2024 · $129k · revenue +13%

Funded once

  • AA
    AREA AGENCY ON AGING REGION 9 INCgraduated
    one grant, 2022 · $400k · revenue +51%
  • CB
    CHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS
    one grant, 2022 · $254k · revenue -44%
  • CH
    COMMUNITY HEALTH DEVELOPMENT INCgraduated
    one grant, 2022 · $171k · revenue +52%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Fort Bend Seniors Meals on Wheels and Much Much More

See Schedule OFort Bend Seniors Meals on Wheels provides comprehensive services, including Meals on Wheels, congregate meals, transportation, case management, health screenings, information and referral services, recreation, and more. Our…

Human Services
2
Meals On Wheels Ministry Inc

Empowers older and disabled adults to live independentlly in thier own homes by providing nutritious home-delivered meals, safety checks, socialization, and community connection, which result in an enhanced quality of life and purpose as…

Food & Nutrition
3
Feeding Texas

To lead a unified effort for a hunger-free texas.

Community Improvement
4
Council on Aging Services for Seniors

To enhance the quality of life for our aging community by providing services that promote wellbeing and maintain independence.

—
5
Meals On Wheels Waco

Meals on wheels waco nourishes the bodies, minds, and spirits of older adults in the heart of texas through meals, transportation, activities, and volunteer support.

Human Services
6
South Texas Food Bank

To alleviate hunger in the immediate service area through the distribution of food products donated by the usda, feeding america, area grocery stores, etc. which are distributed to the needy by way of area food banks and other qualified…

Community Improvement
7
Meals On Wheels and More Inc

Delivering care that empowers our neighbors by promoting dignity and independence.

Food & Nutrition
8
Meals On Wheels of Odessa Inc

Meals on Wheels of Odessa enables people to live with dignity by offering community support and sustenance through coordinated services and enable older adults to live in their own homes safely and independently as long as they are able.

—
9
United Food Bank

United Food Bank unites communities to alleviate hunger.

Food & Nutrition
10
Seniorage Area Agency On Aging

A federally designated Area Agency on Aging whose mission is to bring independence enhancing supportive services to the 60+ population and their caregivers in our 17 county-wide service area.

Human Services
11
Feeding San Diego

On a mission to connect every person facing hunger with nutritious meals by maximizing food rescue. through direct service and community partnerships, feeding san diego provides more than 26 million meals each year to children, families,…

Food & Nutrition
12
Meals On Wheels of the Salinas Valley

No senior should go hungry. nutritious meals, which are delivered by caring volunteers, improve the health and well-being of people who are homebound, elderly, or disabled and help them remain in their homes and maintain their independence.

Food & Nutrition
How this is measured
The grantee most central to the portfolio’s shape is Meals On Wheels San Antonio; the most unlike its peers is Eagles Flight Advocacy and Outreach. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

107 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 107 of the 127 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
104/107
Grantees still filing
58/107
Grew since first funded

Where the money sits, by cause and then by grantee

ARCHDIOCESE OF SAN ANTONIO: $938,250 · OtherARCHDIOCESE OF SAN ANTONIOMEALS ON WHEELS INC: $166,815 · OtherMEALS ON WHEELS INCSAN ANTONIO OASIS: $117,640 · OtherSENIOR FRIENDSHIP CENTERS INC: $111,140 · Other+47 more: $1,281,256 · Other+47 moreAREA AGENCY ON AGING REGION 9 INC: $400,000 · Human ServicesAREA AGENCY ON AGING REGION 9 INCCHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS: $254,250 · Human ServicesCHILDRENS BEREAVEMENT CENTER OF S…URBAN JACKSONVILLE INC: $194,310 · Human ServicesURBAN JACKSONVILLE INCAREA AGENCY ON AGING OF PASCO-PINELLAS INC: $129,326 · Human ServicesAREA AGENCY ON AGING OF PASCO-PIN…METROCREST SERVICES: $123,750 · Human ServicesMETROCREST SERVICESNEIGHBORLY CARE NETWORK INC: $95,580 · Human ServicesSenior Connection Center Inc: $95,140 · Human ServicesCOUNCIL ON AGING OF ST LUCIE INC: $71,740 · Human Services+30 more: $785,950 · Human Services+30 moreAtascosa Health Center Inc: $300,000 · HealthAtascosa Health Cent…LONE STAR CIRCLE OF CARE: $300,000 · HealthLONE STAR CIRCLE OF …BLOOD CANCER UNITED INC: $175,827 · HealthBLOOD CANCER UNITED …COMMUNITY HEALTH DEVELOPMENT INC: $171,000 · HealthCOMMUNITY HEALTH DEV…VISITING NURSE ASSOCIATION OF TEXAS: $89,500 · HealthVISITING NURSE ASSOC…+11 more: $241,561 · Health+11 moreEL PASOANS FIGHTING HUNGER: $200,000 · Food & NutritionEL PASOAN…FEEDING AMERICA TAMPA BAY INC: $60,250 · Food & NutritionFEEDING A…Meals on Wheels of Tampa Inc: $55,000 · Food & NutritionMeals on …Central Texas Food Bank Inc: $50,000 · Food & NutritionCentral T…Feeding America: $47,472 · Food & NutritionFeeding A…COASTAL BEND FOOD BANK: $46,500 · Food & NutritionCOASTAL B…RAINBOW SENIOR CENTER: $30,000 · Food & NutritionFEEDING SOUTH FLORIDA INC: $25,000 · Food & NutritionMEALS ON WHEELS SOUTH TEXAS: $25,000 · Food & Nutrition+3 more: $36,750 · Food & Nutrition+3 moreAMIGOS DEL VALLE INC: $346,280 · Housing & ShelterTEXAS RAMP PROJECT: $122,780 · Housing & ShelterKINGS COMPASSION: $20,000 · Housing & ShelterREBUILDING TOGETHER SAN ANTONIO INC: $20,000 · Housing & ShelterREBUILDING TOGETHER-EL PASO INC: $25,000 · Community ImprovementFAITH IN ACTION NETWORK: $15,000 · Community ImprovementFISCAL SPONSORSHIP ALLIES INC: $10,000 · Community ImprovementTHE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC: $25,000 · PhilanthropyCommunity Foundation of Southern New Mexico: $10,000 · PhilanthropySAN ANTONIO AREA FOUNDATION: $10,000 · Philanthropy
Other$2,615,101Human Services$2,150,046Health$1,277,888Food & Nutrition$575,972Housing & Shelter$509,060Community Improvement$50,000Philanthropy$45,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAREA AGENCY ON AGING REGION 9 INC: $400,000 over 1y, 0.8% of budgetAMIGOS DEL VALLE INC: $346,280 over 4y, 3.9% of budgetAtascosa Health Center Inc: $300,000 over 1y, 1.7% of budgetLONE STAR CIRCLE OF CARE: $300,000 over 1y, 0.3% of budgetCHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS: $254,250 over 1y, 3.5% of budgetEL PASOANS FIGHTING HUNGER: $200,000 over 5y, 0.0% of budgetURBAN JACKSONVILLE INC: $194,310 over 3y, 1.5% of budgetBLOOD CANCER UNITED INC: $175,827 over 2y, 0.0% of budgetCOMMUNITY HEALTH DEVELOPMENT INC: $171,000 over 1y, 1.3% of budgetMEALS ON WHEELS INC: $166,815 over 2y, 9.0% of budgetAREA AGENCY ON AGING OF PASCO-PINELLAS INC: $129,326 over 2y, 0.3% of budgetMETROCREST SERVICES: $123,750 over 5y, 0.2% of budgetTEXAS RAMP PROJECT: $122,780 over 5y, 2.0% of budgetSAN ANTONIO OASIS: $117,640 over 5y, 7.8% of budgetSENIOR FRIENDSHIP CENTERS INC: $111,140 over 4y, 0.5% of budgetNEIGHBORLY CARE NETWORK INC: $95,580 over 2y, 1.2% of budgetSenior Connection Center Inc: $95,140 over 2y, 0.2% of budgetVISITING NURSE ASSOCIATION OF TEXAS: $89,500 over 3y, 0.2% of budgetMEALS ON WHEELS SAN ANTONIO: $74,250 over 3y, 0.2% of budgetALZHEIMERS TEXAS INC: $72,888 over 3y, 3.0% of budgetCOUNCIL ON AGING OF ST LUCIE INC: $71,740 over 4y, 0.4% of budgetHUMAN SERVICES NETWORK INC MEALS ON WHEELS SOUTH FLORIDA: $67,200 over 1y, 0.6% of budgetSENIOR CITIZENS OF GREATER DALLAS INC: $65,000 over 3y, 0.3% of budgetSAN ANTONIO FOOD BANK: $60,865 over 3y, 0.0% of budgetFEEDING AMERICA TAMPA BAY INC: $60,250 over 3y, 0.0% of budgetRESCUE MISSION OF EL PASO INC: $60,000 over 4y, 0.9% of budgetSeniors First Inc: $58,380 over 2y, 0.3% of budgetMeals on Wheels of Tampa Inc: $55,000 over 3y, 0.4% of budgetCentral Texas Food Bank Inc: $50,000 over 3y, 0.0% of budgetSIXTY AND BETTER INC: $48,000 over 3y, 4.3% of budgetFeeding America: $47,472 over 1y, 0.0% of budgetCOASTAL BEND FOOD BANK: $46,500 over 2y, 0.1% of budgetSAN ANTONIO METROPOLITAN MINISTRIES INC: $45,000 over 2y, 0.1% of budgetBREAD OF LIFE INC: $45,000 over 2y, 0.2% of budgetCOMMUNITY COOPERATIVE INC: $40,000 over 3y, 0.4% of budgetTarrant Area Food Bank: $40,000 over 1y, 0.0% of budgetNORTH TEXAS FOOD BANK: $40,000 over 1y, 0.0% of budgetSA CHRISTIAN HOPE RESOURCE CNTR INC DBA SA HOPE CENTER: $35,250 over 2y, 0.4% of budgetMEALS ON WHEELS NORTH CENTRAL TEXAS INC: $35,000 over 2y, 0.4% of budgetAMERICAN SOCIETY ON AGING: $33,000 over 2y, 0.7% of budgetMadonna Center Incorporated: $31,500 over 2y, 0.6% of budgetMexican American Unity Council Inc: $30,000 over 2y, 2.4% of budgetONE WORLD SURGERY: $30,000 over 2y, 0.2% of budgetTEXAS DIAPER BANK: $30,000 over 2y, 0.3% of budgetRAINBOW SENIOR CENTER: $30,000 over 2y, 1.0% of budgetHEALTH SERVICES OF NORTH TEXAS INC: $26,000 over 1y, 0.1% of budgetAmerican Heart Association Inc: $25,561 over 2y, 0.0% of budgetTHE WOMEN'S CENTER OF TARRANT COUNTY INC: $25,000 over 1y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

San Antonio Area FoundationTX40.4× affinity20 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: San Antonio Area Foundation · Carl C Anderson Sr and Marie Jo Anderson Charitable Foundation · Meals on Wheels America · John L Santikos Charitable Foundation · United Way of San Antonio and Bexar County · Methodist Healthcare Ministries of South Texas Inc · Isla Carroll Turner Friendship Trust · Meadows Foundation Inc · Texas Mutual Insurance Company · The Charity Ball Association of San Antonio Inc · St Luke's Lutheran Health Ministries Inc · Harvey E Najim Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Wellmed Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Wellmed Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%2%8%17%30%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 3%
  • Human Services Network Inc Meals On Wheels South Florida: 48% of income from government
  • Neighborhood Center of West Volusia Inc: 27% of income from government
  • Feeding South Florida Inc: 5% of income from government
  • Tampa Metropolitan Area Young Men's Christian Association Inc: 4% of income from government
  • Area Agency On Aging of Pasco-Pinellas Inc: 3% of income from government
  • Feeding America Tampa Bay Inc: 2% of income from government
  • Second Harvest Food Bank of Central Florida Inc: 0% of income from government
  • Urban Jacksonville Inc: 0% of income from government
  • Florida Council On Aging Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
46report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Wellmed Charitable Foundation?

Find your warmest path to Wellmed Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 127 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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