C B & Anita Branch Trust
- Assets
- $39.5m
- Revenue
- $2.0m
- Investments
- $38.5m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 03/1996
- Data as of
- 12/2022
- EIN
- 74-6431994
Organization Overview
C B & Anita Branch Trust is located in San Antonio, TX. The organization was established in 1996. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. C B & Anita Branch Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, C B & Anita Branch Trust generated $2.0m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 15.3% each year . All expenses for the organization totaled $3.1m during the year ending 12/2022. While expenses have increased by 19.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, C B & Anita Branch Trust has awarded 345 individual grants totaling $12,834,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,424,422 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $538,341 |
| Capital Gain Net Income | $538,341 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $381 |
| Total Revenue | $1,963,144 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $360,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $39,527 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $479 |
| Total operating and administrative expenses | $419,134 |
| Contributions, gifts, grants paid | $2,671,000 |
| Total expenses and disbursements | $3,090,134 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $916,208 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $24,950,373 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $47,121 |
| Total assets | $39,470,780 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, C B & Anita Branch Trust has awarded $5,342,000 in support to 130 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN RED CROSS PURPOSE: GENERAL FUND | $25,000 |
ANIMAL DEFENSE LEAGUE OF TEXAS PURPOSE: ABUSED AND ABANDONED ANIMALS | $10,000 |
ARCHDIOCESE OF SAN ANTONIO PURPOSE: CAPITAL CAMPAIGN | $210,000 |
BOYSVILLE PURPOSE: PROVIDE BETTER CARE OF DISPLACED CHILDREN | $50,000 |
BOERNE INDEPENDENT SCHOOL DISTRICT PURPOSE: SCHOLARSHIPS & EXTRACURRICULAR ACTIVITIES | $25,000 |
BRACKENRIDGE PARK CONSERVANCY PURPOSE: GENERAL FUND | $150,000 |