Trust Uw Peter Burum Sherry

ATLANTA, GA EIN: 58-6215774

Trust Uw Peter Burum Sherry is a private foundation, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $957K in total assets. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$957K

+5.3% YoY

Revenue

$66K

-24.0% YoY

Net Investment Income

$48K

-33.3% YoY

Expenses

$18K

+21.5% YoY

Under IRS private-foundation payout rules, Trust Uw Peter Burum Sherry reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust Uw Peter Burum Sherry

Based on IRS filings

Trust Uw Peter Burum Sherry is a private foundation, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $957K in total assets. Net investment income was $48K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AtlantaBakersvilleBostonHighlandsRomeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$65K$129K$194K$259K20202021202220232024
Metric202420232022
Total Assets$957,435$909,418$837,421
Revenue$65,909$86,723$588
Expenses$17,892$14,726$27,578
Qualifying Distributions$3,214
Net Investment Income$48,017$71,997
Distributable Amount$84,742$73,208$67,219

Giving Over Time

Total grant dollars and number of grants per year

$0$54K$107K$161K$215K13 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

13 grants across all recorded years

12<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GEORGE H LANIERTRUSTEE1

Frequently Asked Questions

How large is Trust Uw Peter Burum Sherry?

As of 2024, Trust Uw Peter Burum Sherry holds $957K in total assets with $66K in annual revenue.

Where does Trust Uw Peter Burum Sherry operate?

Trust Uw Peter Burum Sherry has awarded grants in District of Columbia, Georgia, Massachusetts, North Carolina.

How much is Trust Uw Peter Burum Sherry required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uw Peter Burum Sherry reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trust Uw Peter Burum Sherry's EIN?

Trust Uw Peter Burum Sherry's EIN (Employer Identification Number) is 58-6215774. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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