Robert L. and Margaret K. Balmes Family Trust

Mission

To primarily support organizations that repair or care for those who have lost limbs in military duty for the United States, and secondarily to support organizations that actively improve Southern California.

Annual application deadlines

June 1

Program areas

Health
Human Services

States served

All

Geographic Limitations

There are no geographic limitations; however, for organizations applying for a grant for the purpose of actively improving the betterment of society in the Southern California region, the trust has a practice of primarily supporting 501(c)(3) organizations located in California.

Trustees

Wells Fargo Bank, N.A.

The Robert L. and Margaret K. Balmes Family Trust primarily supports organizations that repair or care for those who have lost limbs in military duty for the United States, and secondarily supports organizations that actively improve Southern California.

Requirements

• To be eligible, organizations must qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code.

Annual application period and deadlines

Applications are accepted year-round. Applications must be submitted by June 1 to be reviewed at the annual grant meeting that occurs in July.

Communications

Applicants will receive an email confirming their submission. Grant decisions are generally communicated by July for applications received by the deadline.

Required agreements and reports

• Periodic progress reports and final reports may be required for funded projects.

About the Foundation

The Robert L. and Margaret K. Balmes Family Trust was established under the Trust Agreement dated July 22, 2004. Mr. Balmes was born May 1, 1929 in Chicago, Illinois. He actively served in the Navy reserves during the Korean war. Mr. Balmes was one of the pioneers in the business of Homeowner Association Management and created a successful company with this fledgling idea, employing many people over a 45 year period. Mr. Balmes passed away on November 4, 2015. He was a resident of Anaheim Hills, California.