AUMdb

C B & Anita Branch Trust

EIN 746431994 · 501(c)(3) · Private foundation · San Antonio, TX · recognized 1996

Assets
$56.9M
Revenue
$2.1M
Expenses
$3.0M
Investment income
$1.9M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
James L Drought Trustee $335,000 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $56.9M $2.1M $3.0M 990 990PF · obj 202512449349100111 IRS ↗
12/31/2023 $53.5M $1.9M $3.4M 990 990PF · obj 202433589349100003 IRS ↗