Trust Uw Peter Burum Sherry

Private foundation · Grantmaker Atlanta, GA EIN: 58-6215774

Trust Uw Peter Burum Sherry is a private foundation based in Atlanta, Georgia. Its 2024 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Key facts about Trust Uw Peter Burum Sherry

EIN
58-6215774
Latest 990 filing
Form 990-PF, 2024
Total assets
$957,435
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

How Trust Uw Peter Burum Sherry gives

  • In 2022 it paid out 5% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state the foundation’s own mission. Its 2020 giving included organizations whose stated missions span craft education, urban forestry, visual arts, education, criminal justice representation and reentry, and local heritage preservation. For example, Penland School of Craft describes itself as an international center for craft education, while Trees Atlanta says it protects and improves Atlanta’s urban forest. These are the grantees’ descriptions of their own work.

Grantmaking

The 2024 filing reports no grants. Earlier listed grants include six awards in 2020, totaling $12,000: Penland School of Craft received $5,000; Trees Atlanta Inc received $5,000; The Bascom Corporation received $1,000; Darlington School Inc received $500; Georgia Justice Project Inc received $250; and Highlands Historical Society Inc received $250.

How to Apply

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

The 2020 grantees listed were based in Atlanta and Rome, Georgia, and Penland and Highlands, North Carolina. The foundation is based in Atlanta, Georgia.

Grant Distribution by State

4states

Cities

AtlantaHighlandsBakersvilleBostonRomeWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K13 grants2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024

In 2020 it made 13 grants totaling $215K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

13 grants across all recorded years

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

The most common grant size was under $50K: 12 grants of 13 (92%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant count
2024 $957,435 $65,909 $17,892 0
2023 $909,418 $86,723 $14,726 0
2022 $837,421 $588 $27,578 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

George H Lanier is listed as trustee on the 2024 filing.

Trust Uw Peter Burum Sherry is led by George H. Lanier, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • George H. Lanier

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 1327 Peachtree Street Ne 103, Atlanta, GA 30309
Phone: (404) 307-0522

Frequently asked questions about Trust Uw Peter Burum Sherry

How large is Trust Uw Peter Burum Sherry?

Trust Uw Peter Burum Sherry reported $957K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $66K.

What does Trust Uw Peter Burum Sherry fund?

The available information does not state the foundation’s own mission. Its 2020 giving included organizations whose stated missions span craft education, urban forestry, visual arts, education, criminal justice representation and reentry, and local heritage preservation. See mission & focus areas ↑

How do I apply for a grant from Trust Uw Peter Burum Sherry?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Trust Uw Peter Burum Sherry make grants?

The 2020 grantees listed were based in Atlanta and Rome, Georgia, and Penland and Highlands, North Carolina. The foundation is based in Atlanta, Georgia.

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.

Does Trust Uw Peter Burum Sherry accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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