CB and Anita Branch Trust is a private foundation established in 1995 and based in San Antonio, Texas. The trust operates as a 501(c)(3) organization with a single employee and is managed by trustee James L Drought.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$36.9M
-2.7% YoY
Annual Giving
$2.6M
-14.2% YoY
Grant Count
56
-30.9% YoY
Avg Grant Size
$46K
+24.1% YoY
Under IRS private-foundation payout rules, Cb and Anita Branch Trust reported a distributable amount of $2.8M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust gives primarily for education, human services, and support to Roman Catholic agencies and churches, including missionary work and schools.
Primary funding focus areas include:
- K-12 education and charter schools
- Head Start programs
- Parent-teacher organizations
- Educational institutions and schools
- Human services
- Roman Catholic organizations and religious institutions
Grantmaking
Average Grant
amount: $44,000
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Texas, Pennsylvania, and California, with a strong emphasis on San Antonio and the surrounding region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount | Year |
|---|---|---|
| Total Assets | $36,929,754–$37,947,254 | 2023-2024 |
| Total Giving | $2,570,000 | 2024 |
| Total Revenues | $1,856,406 | 2023 |
| Total Expenses | $3,401,760 | 2023 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $36,929,754 | $37,947,254 | $39,470,780 |
| Revenue | $2,094,131 | $1,856,406 | $1,963,144 |
| Expenses | $2,977,479 | $3,401,760 | $3,090,134 |
| Qualifying Distributions | $2,821,250 | $3,227,500 | $2,671,000 |
| Net Investment Income | $1,853,213 | $1,672,176 | $1,792,723 |
| Distributable Amount | $2,787,174 | $2,559,207 | $2,760,349 |
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
249 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Our Lady of the Lake University ($600,000), Holy Cross High School ($355,000), Cibolo Center for Conservation ($325,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS BOONE, IA | GENERAL FUND | $50,000 |
| ARCHDIOCESE OF SAN ANTONIO SAN ANTONIO, TX | CAPITAL CAMPAIGN | $300,000 |
| BENEDICTINE SISTERS BOERNE, TX | GENERAL FUND | $10,000 |
| BOERNE INDEPENDENT SCHOOL DISTRICT BOERNE, TX | SCHOLARSHIPS & EXTRACURRICULAR ACTIVITIES | $50,000 |
| BRACKENRIDGE PARK CONSERVANCY SAN ANTONIO, TX | GENERAL FUND | $100,000 |
| CHILD LEGACY INTERNATIONAL BOERNE, TX | GENERAL FUND | $10,000 |
| CIBOLO CENTER FOR CONSERVATION BOERNE, TX | GENERAL FUND | $325,000 |
| CONGREGATION OF DINA SEVANA SABA | GENERAL FUND | $7,500 |
| CONGREGATION OF DIVINE PROVIDENCE SAN ANTONIO, TX | GENERAL FUND | $50,000 |
| CONGREGATION OF ST BRIGID SAN ANTONIO, TX | GENERAL FUND | $7,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
James L Drought – Trustee
The trust was supported by Anita M Branch.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES L DROUGHT | TRUSTEE | 10 | $335,000 |
Recent News & Activity
Recent developments and announcements
Our Lady of the Lake University received a $750,000 grant from the trust to support STEM scholarships and help prepare students for academic and personal success. This represents one of the trust's largest recent grants and reflects its commitment to educational advancement in the San Antonio area.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Cb and Anita Branch Trust fund?
The trust gives primarily for education, human services, and support to Roman Catholic agencies and churches, including missionary work and schools. Primary funding focus areas include: • K-12 education and charter schools • Head Start programs • Parent-teacher organizations • Educational institutions and schools • Human services • Roman Catholic organizations and religious institutions
How do I apply for a grant from Cb and Anita Branch Trust?
**Grant Activity:** • Total giving: $2,570,000 (most recent filing) • Number of grants: Approximately 30-60 grants annually • Typical award range: $1,000–$750,000 • Average grant amount: $44,000 • Median grant amount: $10,000 **Recent Notable Grants (2023-2024):** • Our Lady of the Lake University: $750,000 (to help prepare students to be better people and succeed) • Holy Cross High School PTC: $280,000 (to help fulfill educational goals) • Cibolo Center for Conservation: $200,000 (general fund)
Where does Cb and Anita Branch Trust make grants?
The trust primarily funds organizations in Texas, Pennsylvania, and California, with a strong emphasis on San Antonio and the surrounding region.
What size grants does Cb and Anita Branch Trust award?
In 2024, Cb and Anita Branch Trust awarded 56 grants totaling $2.6M — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is Cb and Anita Branch Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cb and Anita Branch Trust reported a distributable amount of $2.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cb and Anita Branch Trust's EIN?
Cb and Anita Branch Trust's EIN (Employer Identification Number) is 74-6431994. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Cb and Anita Branch Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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