Nonprofit · EIN 74-6431994
C B & ANITA BRANCH TRUST
Also known as BRANCH C BENSON TTEE
Tax-exempt · SAN ANTONIO, TX 78215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,242,368 | $2,663,045 | -$420,677 | $36,463,596 | $0 | $36,463,596 |
| December 31, 2024 | 990-PF | $2,094,131 | $2,977,479 | -$883,348 | $36,929,754 | $0 | $36,929,754 |
| December 31, 2023 | 990-PF | $1,856,406 | $3,401,760 | -$1,545,354 | $37,947,254 | $0 | $37,947,254 |
| December 31, 2022 | 990-PF (amended) | $1,963,144 | $3,090,134 | -$1,126,990 | $39,470,780 | $0 | $39,470,780 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,516,083
- Net gain from sales of assets
- $725,674
- Other income
- $611
Expenses
- Grants and similar amounts paid
- $2,207,500
- Compensation of officers, directors and key employees
- $350,000
- Disbursements for charitable purposes
- $2,470,000
- Excise tax on investment income
- $28,478
Balance sheet and other
- Total assets, start of year
- $36,929,754
- Total assets, end of year
- $36,463,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $36,463,596
- Fair market value of assets
- $59,594,753
- Qualifying distributions
- $2,470,000
- Net investment income
- $2,152,547
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L DROUGHT 2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215 | TRUSTEE | 10 | $350,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L DROUGHT 2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215 | TRUSTEE | 10 | $335,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L DROUGHT 2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215 | TRUSTEE | 10 | $310,000 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L DROUGHT 2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215 | TRUSTEE | 10 | $360,000 |
Address and contacts
- Address (IRS master file)
- 2632 BROADWAY SUITE 401-S, SAN ANTONIO, TX 78215-1143
- Signed the 990-PF
- JAMES L DROUGHT, TRUSTEE
- Phone
- (210) 225-4031
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6431994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $36,463,596
- Income (IRS master file)
- $2,754,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,242,368 | $2,663,045 | $36,463,596 | XML |
| 990-PF | December 2024 | $2,094,131 | $2,977,479 | $36,929,754 | XML |
| 990-PF | December 2023 | $1,856,406 | $3,401,760 | $37,947,254 | XML |
| 990-PF | December 2022 | $1,963,144 | $3,090,134 | $39,470,780 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-6431994).
Questions about C B & ANITA BRANCH TRUST
- What is the EIN of C B & ANITA BRANCH TRUST?
- The employer identification number (EIN) of C B & ANITA BRANCH TRUST is 74-6431994.
- Is C B & ANITA BRANCH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to C B & ANITA BRANCH TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C B & ANITA BRANCH TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C B & ANITA BRANCH TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C B & ANITA BRANCH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of C B & ANITA BRANCH TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $350,000 (JAMES L DROUGHT, TRUSTEE).
- How much revenue does C B & ANITA BRANCH TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,242,368, expenses of $2,663,045 and total assets of $36,463,596 at year end.
Other nonprofits in SAN ANTONIO
- SAN ANTONIO AREA FOUNDATION EIN 74-6065414 · last filed 990 for 2024
- KATE MARMION CHARITABLE FOUNDATION EIN 26-3209975 · last filed 990-PF for 2025
- UNITED WAY OF SAN ANTONIO & BEXAR COUNTY EIN 74-1272381 · last filed 990 for 2025
- IMPETUS FOUNDATION EIN 27-1602489 · last filed 990-PF for 2025
- PETCO LOVE EIN 33-0845930 · last filed 990 for 2025
- HARVEY E NAJIM CHARITABLE FOUNDATION EIN 20-8060391 · last filed 990-PF for 2024
- THE USAA FOUNDATION INC EIN 20-2303140 · last filed 990-PF for 2024
- JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR EIN 82-6501674 · last filed 990 for 2026
All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations