Trust Uw Peter Burum Sherry
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.
Ready to take the next step with Trust Uw Peter Burum Sherry?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE H LANIER | TRUSTEE | 1 | — |
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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