CB and Anita Branch Trust
CB and Anita Branch Trust is a private foundation based in an individual recipient, Texas. Its 2025 filing reports grants to charitable organizations, including a university, churches and schools, conservation organizations, and animal welfare and community organizations.
CB and Anita Branch Trust at a glance
In short: CB and Anita Branch Trust gave $2.2M across 19 grants in 2025 (avg $116K), mostly in Texas. 47% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,207,500
- -14.1% vs 2024
- Grants made (2025)
- 19
- -66.1% vs 2024
- Average grant
- $116,184
- +153.2% vs 2024
- Median grant
- $50,000
- Total assets
- $36,463,596
- -1.3% vs 2024
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2025; small sample)
- Primary geography
- Texas (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to CB and Anita Branch Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2632 Broadway Suite 401-S, San Antonio, TX 78215
Phone: (210) 225-4031
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who CB and Anita Branch Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cibolo Center for Conservation ($325K). Together the top 10 received $1.5M.
Organizations only. It also paid 1 grant to individuals ($600,000), which are not listed by name.
Grant Size Distribution
270 grants across all recorded years
The most common grant size was under $50K: 209 grants of 270 (77%).
Geographic Focus
Where this funder awards grants
In 2025, 97% of grant dollars went to recipients in Texas and 2% to recipients in California. The listed grants included organizations in an individual recipient, Boerne, and Dallas, Texas, and Nicasio, California.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is CB and Anita Branch Trust open to new grantees?
47%
first-time grantees, 2025
In 2025, 9 of 19 grantees (47%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $68K; repeat grants $160K. How we count
Medians: $25K first-time, $90K repeat.
- 47% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.3M (2020) to $3.0M (2023). In 2025 it made 19 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $600,000 |
| Cibolo Center for Conservation Boerne, TX | General Fund | $325,000 |
| Archdiocese of San Antonio San Antonio, TX | Capital Campaign | $200,000 |
| Holy Cross of San Antonio San Antonio, TX | General Fund | $200,000 |
| Sarah Roberts French Home San Antonio, TX | General Fund | $200,000 |
| St Peter the Apostle Catholic Church Dallas, TX | General Fund | $200,000 |
| Brackenridge Park Conservancy San Antonio, TX | General Fund | $100,000 |
| Friends of Cibolo Wilderness Boerne, TX | General Fund | $100,000 |
| St John Bosco Elementary School San Antonio, TX | General Fund | $80,000 |
| Ebtm Education Foundation (Education Burma Thailand Myanmar) Nicasio, CA | Funding Myanmar Migrant Education Programs in Thailand | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $36,463,596 | $2,242,368 | $2,663,045 | $2,207,500 | 19 | $2,470,000 | $2,048,787 | $2,881,818 |
| 2024 | $36,929,754 | $2,094,131 | $2,977,479 | $2,570,000 | 56 | $2,821,250 | $1,853,213 | $2,787,174 |
| 2023 | $37,947,254 | $1,856,406 | $3,401,760 | $2,995,000 | 81 | $3,227,500 | $1,672,176 | $2,559,207 |
| 2022 | $39,470,780 | $1,963,144 | $3,090,134 | $2,671,000 | 65 | $2,941,000 | $1,792,723 | $2,760,349 |
| 2021 | $40,556,739 | $2,408,822 | $2,469,173 | $2,147,500 | 49 | $2,147,500 | $2,155,734 | $2,994,566 |
| 2020 | $40,544,884 | $15,931,075 | $1,503,044 | $1,330,000 | 66 | — | $1,272,705 | $1,993,954 |
Under IRS private-foundation payout rules, CB and Anita Branch Trust reported a distributable amount of $2.9M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for education, conservation, religious organizations, community services, and animal welfare. For example, the Brackenridge Park Conservancy describes its work as stewarding and advocating for the preservation and enhancement of the park’s natural, historic, educational, and recreational resources. Friends of Cibolo Wilderness describes a mission of conserving and preserving the Cibolo Creek watershed, providing environmental education, and acquiring land for conservation. An individual recipient Pets Alive! says its mission is to save adoptable dogs and cats in danger of being killed at the City of an individual recipient Shelter.
Grantmaking
In 2025, the foundation reported 19 grants totaling $2,207,500. Grant amounts ranged from $5,000 to $600,000, with a median of $50,000.
Among its largest 2025 grants were $600,000 to an individual recipient of the Lake University to help prepare students to be better people and succeed; $325,000 to Cibolo Center for Conservation for its general fund; and $200,000 each to the Archdiocese of an individual recipient for a capital campaign, Holy Cross of an individual recipient for its general fund, Sarah Roberts French Home for its general fund, and St. Peter the Apostle Catholic Church for its general fund. Other reported grants included $100,000 each to Brackenridge Park Conservancy and Friends of Cibolo Wilderness, and $25,000 to an individual recipient Pets Alive.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James L Drought as trustee.
CB and Anita Branch Trust is led by James L. Drought, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
James L. Drought
Trustee
On filings since 2020
10 hrs/week
$300K (2021) → $350K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $350K, to James L Drought (Trustee).
Frequently asked questions about CB and Anita Branch Trust
How much does CB and Anita Branch Trust give each year?
CB and Anita Branch Trust gave $2.2M across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.6M across 56 grants.
What is CB and Anita Branch Trust's typical grant size?
CB and Anita Branch Trust's median grant in 2025 was $50,000, and its average grant was $116,184, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from CB and Anita Branch Trust that year got $68K on average.
Where does CB and Anita Branch Trust give grants?
CB and Anita Branch Trust gives mostly in Texas: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Antonio, TX (11 grants) and Boerne, TX (3 grants).
Does CB and Anita Branch Trust give general operating support?
Yes: 84% of CB and Anita Branch Trust's 2025 grants with a stated purpose (16 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are CB and Anita Branch Trust's largest grantees?
CB and Anita Branch Trust's largest 2025 grantees include Cibolo Center for Conservation ($325,000), Archdiocese of San Antonio ($200,000) and Holy Cross of San Antonio ($200,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($600,000), which are not listed by name. Together they received 33% of its itemized 2025 grant dollars.
How large is CB and Anita Branch Trust?
CB and Anita Branch Trust reported $36.5M in total assets on its 2025 IRS Form 990-PF. It paid out $2.5M in qualifying distributions that year, against a required minimum of $2.9M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does CB and Anita Branch Trust fund?
No mission statement for the foundation is provided. Its 2025 grants included support for education, conservation, religious organizations, community services, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from CB and Anita Branch Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does CB and Anita Branch Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 20, 2026)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). CB and Anita Branch Trust funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/cb-and-anita-branch-trust-morg_18707cb1ee7d4f1599f1b546dfe60a19
BibTeX
@misc{grantable_746431994_2026,
author = {{Grantable}},
title = {{CB and Anita Branch Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/cb-and-anita-branch-trust-morg_18707cb1ee7d4f1599f1b546dfe60a19},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from CB and Anita Branch Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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