Robert L. and Margaret K. Balmes Family Trust Fund

The Robert L. and Margaret K. Balmes Family Trust is administered by Wells Fargo Trust Philanthropic Services and was established under a Trust Agreement dated July 22, 2004. The Trust was founded by Robert L. Balmes, a veteran of the Navy reserves who served during the Korean War and later became a pioneer in the field of Homeowner Association Management. His legacy includes the successful operation of a company that supported many employees over a 45-year period. Mr. Balmes passed away in 2015, having been a long-time resident of Anaheim Hills, California. The primary mission of the Trust is to support organizations that provide care or repair for individuals who have lost limbs in military service to the United States. The secondary objective is to aid organizations that work to improve the overall quality of life in the Southern California region. These dual focus areas underscore the Trust’s commitment to supporting veterans and enhancing community welfare in a specific geographical context. Grants are awarded annually, with applications accepted throughout the year. However, to be considered at the annual review meeting held in July, submissions must be received by June 1. Applicants will receive an email confirmation upon submission, and funding decisions are generally communicated in July. While there are no geographic restrictions, preference is given to 501(c)(3) organizations located in California when applying under the secondary objective of improving life in Southern California. The Trust supports programs primarily in the areas of Health and Human Services. While the Trust does not explicitly define funding levels or award amounts, funded organizations may be required to submit periodic progress and final reports to monitor the impact and use of the grant funds. All applicants must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code. For inquiries or assistance, applicants can reach out to Wells Fargo’s Grant Program or Technical Support at 1-888-235-4351 or via email at grantadministration@wellsfargo.com. This contact information is essential for clarifying eligibility, application requirements, and reporting expectations.