STRATEGY STUDIO / PUBLIC DATA EXPLORER

C B & ANITA BRANCH TRUST

Cite this

Plain text C B & ANITA BRANCH TRUST. Strategy Studio, nonprofit organization profile, tax years 2011–2025. https://strategystudio.org/org/746431994. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). C B & ANITA BRANCH TRUST [Nonprofit organization profile; tax years 2011–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/746431994

MLA “C B & ANITA BRANCH TRUST.” Strategy Studio, tax years 2011–2025, https://strategystudio.org/org/746431994. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2011–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $2.2M · expenses $2.7M · assets $36.5M

Also known as
JAMES L DROUGHT TRUSTEE
EIN
74-6431994
Address
2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215-1143
NTEE code
T20J
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
James L Drought TRUSTEE2016-2025 $350,000$1,655,000 1

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Anita Branch (former) TRUSTEE2011-2015 3 $0 reported 1

People by year

2025 · 1 person listed · 1 paid, $350K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE10 $350,000-$0 $350,0001
2024 · 1 person listed · 1 paid, $335K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE10 $335,000-$0 $335,0001
2023 · 1 person listed · 1 paid, $310K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE10 $310,000-$0 $310,0001
2022 · 1 person listed · 1 paid, $360K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE10 $360,000-$0 $360,0001
2021 · 1 person listed · 1 paid, $300K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE10 $300,000-$0 $300,0001
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE1 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE1 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE1 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES L DROUGHT TRUSTEE1 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANITA BRANCH TRUSTEE3 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANITA BRANCH TRUSTEE3 $0-$0 $01
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANITA BRANCH TRUSTEE3 $0-$0 $01
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANITA BRANCH TRUSTEE3 $0-$0 $01
2011 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANITA BRANCH TRUSTEE3 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 19 grants to organizations · $2.2M
2024 · 56 grants to organizations · $2.6M
2023 · 81 grants to organizations · $3.0M
2022 · 65 grants to organizations · $2.7M
2021 · 49 grants to organizations · $2.1M
2020 · 66 grants to organizations · $1.3M
2019 · 30 grants to organizations · $990K
2018 · 25 grants to organizations · $750K
2017 · 19 grants to organizations · $750K
2016 · 10 grants to organizations · $725K
2015 · 13 grants to organizations · $700K
2014 · 3 grants to organizations · $100K
2013 · 5 grants to organizations · $660K
2012 · 12 grants to organizations · $730K
2011 · 19 grants to organizations · $539K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2021 · 1 contributor · $99K
#ContributorTypeCity, stateTotalNoncashSource
1 ANITA M BRANCH ESTATE Person BOERNE, TX $98,580- Form 990PF Sch. B, 2021 · filing
2020 · 2 contributors · $14.6M
#ContributorTypeCity, stateTotalNoncashSource
1 ANITA M BRANCH Person BOERNE, TX $13,652,634$13,652,634 Form 990PF Sch. B, 2020 · filing
2 ANITA M BRANCH Person BOERNE, TX $935,926- Form 990PF Sch. B, 2020 · filing
2019 · 2 contributors · $11.8M
#ContributorTypeCity, stateTotalNoncashSource
1 ANITA M BRANCH Person BOERNE, TX $11,114,488$11,114,488 Form 990PF Sch. B, 2019 · filing
2 ANITA M BRANCH Person BOERNE, TX $711,594- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $5.7M
#ContributorTypeCity, stateTotalNoncashSource
1 ANITA M BRANCH Organization or other BOERNE, TX $5,724,994- Form 990PF Sch. B, 2018 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$2,242,368$2,663,045 $36,463,596$36,463,596 -- $350,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,094,131$2,977,479 $36,929,754$36,929,754 $0- $335,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,856,406$3,401,760 $37,947,254$37,947,254 $0- $310,000--
2022 · Form 990PF period ending 2022-12-31 · amended · view filing · original 990 ↗
$1,963,144$3,090,134 $39,470,780$39,470,780 $0- $360,000--
2022 · Form 990PF period ending 2022-12-31 · superseded · view filing · original 990 ↗
$1,963,144$3,090,134 $39,470,780$39,470,780 $0- $360,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,408,822$2,469,173 $40,556,739$40,556,739 $98,580- $300,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$15,931,075$1,503,044 $40,544,884$40,544,884 $14,588,560- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$12,754,315$1,072,945 $26,116,853$26,116,853 $11,826,082- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$6,447,562$769,291 $14,435,483$14,435,483 $5,724,994- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$579,609$775,473 $8,757,212$8,757,212 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$501,670$741,545 $8,948,218$8,948,218 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$627,395$725,564 $9,183,853$9,183,853 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$536,541$114,266 $9,271,870$9,271,788 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$433,891$667,762 $8,844,893$8,844,893 -- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$470,289$745,515 $8,772,593$8,772,593 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$451,361$552,464 $9,041,252$9,041,252 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MATIAS DE LLANO CHARITABLE TRUSTTXT20 $2,591,647$795,361 Trustee$70,000 Same NTEE code T20, revenue within 2x, same state
EUSEBIA STONESTREET TRUST UWTXT20 $1,928,855$1,074,225 TRUSTEE$148,823 Same NTEE code T20, revenue within 2x, same state
THE US AIRWAYS COMMUNITY FOUNDATIONTXT20 $2,428,841$909,616 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
THE ROY F AND JOANN COLE MITTE FOUNDATIONTXT20 $2,549,067$2,283,420 Executive Director$235,065 Same NTEE code T20, revenue within 2x, same state
HENRY B TIPPIE FOUNDATIONTXT20 $2,078,655$3,494,487 CHRMN OF BOARD, PRES, CEO$0 Same NTEE code T20, revenue within 2x, same state
JOHN AND MORA KENNAMER CHARITABLE F OUNDATIONTXT20 $2,137,210$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE JAMES B HARRISON FOUNDATIONTXT20 $2,074,355$882,644 FARM WORKER$107,108 Same NTEE code T20, revenue within 2x, same state
SALLY AND CHARLIE CHEEVER FOUNDATIONTXT20 $2,400,511$825,278 PRES./SEC.$0 Same NTEE code T20, revenue within 2x, same state
FRANK S BARKS FUNDTXT20 $1,978,219$1,343,556 TRUSTEE$135,481 Same NTEE code T20, revenue within 2x, same state
MARTHA DAVID AND BAGBY LENNOX FOUNDATIONTXT20 $1,939,977$1,469,782 President$50,500 Same NTEE code T20, revenue within 2x, same state
BECH FAMILY FOUNDATIONTXT20 $2,273,834$1,126,222 DIRECTOR/PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
ONCE UPON A TIME FOUNDATIONTXT20 $2,359,642$14,717,708 PROGRAM DIRECTOR$127,009 Same NTEE code T20, revenue within 2x, same state
BUILDING BRIDGE FOUNDATIONTXT20 $2,486,209$1,595,213 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PARK LOOP CHARITABLE FOUNDATIONTXT20 $2,515,573$1,172,986 CHAIRMAN OF THE BOARD AND$0 Same NTEE code T20, revenue within 2x, same state
SAM AND HELGA FELDMAN FOUNDATIONTXT20 $1,961,558$1,953,143 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
RICHARD AND ANN J PROUTY FOUNDATIONTXT20 $2,112,498$1,323,305 CO-TRUSTEE$136,169 Same NTEE code T20, revenue within 2x, same state
JAY AND RUTH PACK FAMILY FOUNDATIONTXT20 $2,198,808$656,787 OFFICER$40,907 Same NTEE code T20, revenue within 2x, same state
LORIN BROCK BOURQUEIN FAMILY FOUNDATIONTXT20 $2,122,984$172,294 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
JON AND LINDA HALBERT FAMILY FOUNDATIONTXT20 $2,400,149$3,326,685 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
SAN ANTONIO DEVELOPMENT FORE YOUTH INCTXT20 $2,250,332$1,855,328 CEO$185,737 Same NTEE code T20, revenue within 2x, same state
GUADALUPE AND LILIA MARTINEZ FOUNDATIONTXT20 $2,309,838$2,051,355 Treasurer/Director$75,239 Same NTEE code T20, revenue within 2x, same state
PRAIRIE CREEK PARTNERS CHARITABLE FOUNDATIONTXT20 $2,297,643$1,471,854 VICE PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
DAVID AND MELISSA SIMMONS FAMILY FOUNDATIONTXT20 $2,139,049$2,771,550 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
PAUL AND KATHERINE MORROW FAMILY FOUNDATIONTXT20 $2,609,492$479,981 PRESIDENT AND TREASURER$0 Same NTEE code T20, revenue within 2x, same state
TSUHA FOUNDATIONTXT20 $2,140,946$796,068 DIRECTOR, PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SWALM FOUNDATION Private foundation$18,139,7551 12022–2022 ZEPHYR FOUNDATION
ANGELAKIS FAMILY FOUNDATION Private foundation$5,012,9271 12018–2018 ANGELAKIS CHARITABLE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$4,531,70313 32014–2024 JORDAN SPIETH FAMILY FOUNDATION; SAN ANTONIO DEVELOPMENT FORE YOUTH INC; HOPE CHEST FOR BREAST CANCER FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$822,8708 32020–2024 JORDAN SPIETH FAMILY FOUNDATION; SAN ANTONIO DEVELOPMENT FORE YOUTH INC; HOPE CHEST FOR BREAST CANCER FOUNDATION
THE ABE & KATHYRN SELSKY FOUNDATION INC Private foundation$714,5392 12023–2024 GARY AND PENNIE ABRAMSON CHARITABLE FOUNDATION
GANG FAMILY FOUNDATION Private foundation$481,5006 12016–2024 JORDAN SPIETH FAMILY FOUNDATION
MINNEAPOLIS FOUNDATION DAF sponsor$219,3676 12011–2024 HOPE CHEST FOR BREAST CANCER FOUNDATION
BNY MELLON CHARITABLE GIFT FUND DAF sponsor$195,0004 12021–2024 JORDAN SPIETH FAMILY FOUNDATION
MINNESOTA COMMUNITY FOUNDATION DAF sponsor$154,0399 12011–2019 HOPE CHEST FOR BREAST CANCER FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$116,0709 22019–2024 HOPE CHEST FOR BREAST CANCER FOUNDATION; SAN ANTONIO DEVELOPMENT FORE YOUTH INC
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$91,5005 12020–2024 HOPE CHEST FOR BREAST CANCER FOUNDATION
GLOBAL IMPACT DAF sponsor$59,0482 12018–2019 SAN ANTONIO DEVELOPMENT FORE YOUTH INC
THE RICHARD M SCHULZE FAMILY FOUNDATION Private foundation$55,0006 12018–2022 HOPE CHEST FOR BREAST CANCER FOUNDATION
UNITED WAY WORLDWIDE DAF sponsor$50,9703 12017–2019 SAN ANTONIO DEVELOPMENT FORE YOUTH INC
NATIONAL PHILANTHROPIC TR DAF sponsor$50,0003 32021–2024 HOPE CHEST FOR BREAST CANCER FOUNDATION; SAN ANTONIO DEVELOPMENT FORE YOUTH INC; JORDAN SPIETH FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $2,663,045 spent · pay $350,000 · grants $2,207,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,207,500 82.9%
Pay: officers, directors, trustees $350,000 13.1%
Taxes $63,296 2.4%
Fees: accounting $24,016 0.9%
Fees: legal $17,732 0.7%
Other expenses $501 0.0%
Total$2,663,045100%

View the filing

2024 · Form 990PF · $2,977,479 spent · pay $335,000 · grants $2,570,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,570,000 86.3%
Pay: officers, directors, trustees $335,000 11.3%
Taxes $39,926 1.3%
Fees: legal $22,180 0.7%
Fees: accounting $9,630 0.3%
Other expenses $743 0.0%
Total$2,977,479100%

View the filing

2023 · Form 990PF · $3,401,760 spent · pay $310,000 · grants $2,995,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,995,000 88.0%
Pay: officers, directors, trustees $310,000 9.1%
Taxes $65,974 1.9%
Fees: accounting $16,146 0.5%
Fees: legal $14,011 0.4%
Other expenses $629 0.0%
Total$3,401,760100%

View the filing

2022 · Form 990PF · $3,090,134 spent · pay $360,000 · grants $2,671,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,671,000 86.4%
Pay: officers, directors, trustees $360,000 11.6%
Taxes $39,527 1.3%
Fees: accounting $11,128 0.4%
Fees: legal $8,000 0.3%
Other expenses $479 0.0%
Total$3,090,134100%

View the filing

2021 · Form 990PF · $2,469,173 spent · pay $300,000 · grants $2,147,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,147,500 87.0%
Pay: officers, directors, trustees $300,000 12.1%
Fees: accounting $9,630 0.4%
Taxes $7,408 0.3%
Fees: legal $3,833 0.2%
Other expenses $802 0.0%
Total$2,469,173100%

View the filing

2020 · Form 990PF · $1,503,044 spent · pay $0 · grants $1,330,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,330,000 88.5%
Fees: legal $162,000 10.8%
Fees: accounting $7,223 0.5%
Taxes $3,401 0.2%
Other expenses $420 0.0%
Total$1,503,044100%

View the filing

2019 · Form 990PF · $1,072,945 spent · pay $0 · grants $990,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $990,000 92.3%
Fees: legal $59,412 5.5%
Taxes $15,770 1.5%
Fees: accounting $6,340 0.6%
Other expenses $1,423 0.1%
Total$1,072,945100%

View the filing

2018 · Form 990PF · $769,291 spent · pay $0 · grants $750,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $750,000 97.5%
Other expenses $6,598 0.9%
Taxes $6,393 0.8%
Fees: accounting $6,300 0.8%
Total$769,291100%

View the filing

2017 · Form 990PF · $775,473 spent · pay $0 · grants $750,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $750,000 96.7%
Fees: accounting $14,246 1.8%
Taxes $5,515 0.7%
Other expenses $4,924 0.6%
Fees: other professional $788 0.1%
Total$775,473100%

View the filing

2016 · Form 990PF · $741,545 spent · pay $0 · grants $725,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $725,000 97.8%
Taxes $6,913 0.9%
Fees: other professional $5,975 0.8%
Other expenses $3,657 0.5%
Total$741,545100%

View the filing

2015 · Form 990PF · $725,564 spent · pay $0 · grants $700,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $700,000 96.5%
Taxes $11,529 1.6%
Fees: other professional $7,511 1.0%
Other expenses $3,674 0.5%
Fees: accounting $2,850 0.4%
Total$725,564100%

View the filing

2014 · Form 990PF · $114,266 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 87.5%
Taxes $11,623 10.2%
Fees: accounting $2,480 2.2%
Other expenses $163 0.1%
Total$114,266100%

View the filing

2013 · Form 990PF · $667,762 spent · pay $0 · grants $660,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $660,000 98.8%
Taxes $7,675 1.1%
Other expenses $87 0.0%
Total$667,762100%

View the filing

2012 · Form 990PF · $745,515 spent · pay $0 · grants $730,433 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $730,433 98.0%
Taxes $12,327 1.7%
Fees: accounting $2,400 0.3%
Other expenses $355 0.0%
Total$745,515100%

View the filing

2011 · Form 990PF · $552,464 spent · pay $0 · grants $539,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $539,350 97.6%
Taxes $6,354 1.2%
Fees: accounting $4,850 0.9%
Other expenses $1,910 0.3%
Total$552,464100%

View the filing