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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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