Trust Uw Peter Burum Sherry
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.
Trust Uw Peter Burum Sherry at a glance
- Total assets
- $957,435
- +5.3% vs 2023
- Revenue (2024)
- $65,909
- -24.0% vs 2023
- Net investment income (2024)
- $48,017
- -33.3% vs 2023
- Expenses (2024)
- $17,892
- +21.5% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Trust Uw Peter Burum Sherry
- 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.
- Contact
Mailing address: 1327 Peachtree Street Ne 103, Atlanta, GA 30309
Phone: (404) 307-0522
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trust Uw Peter Burum Sherry funds
How this funder distributes its grants
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 12 grants of 13 (92%).
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
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 13 grants totaling $215K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wadham College Oxford University | Response to emergency appeal. See attached grant expenditure agreement for details. | $200,000 |
| Penland School of Craft Bakersville, NC | Annual Fund | $5,000 |
| Trees Atlanta Atlanta, GA | Annual Fund 2018/2019 | $5,000 |
| Georgia Trust for Historical Preservation Atlanta, GA | Contribution to Further Mission | $1,000 |
| The Bascom Highlands, NC | Annual Support 2020 | $1,000 |
| The Foundation for Religious Liberty Washington, DC | General Gifting to Support Mission | $500 |
| Darlington School Rome, GA | General Contribution | $500 |
| Georgia CASA Atlanta, GA | General Contribution | $250 |
| Georgia Justice Project Atlanta, GA | General Contribution | $250 |
| The Wren's Nest Atlanta, GA | General Contribution | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $957,435 | $65,909 | $17,892 | — | — | — | $48,017 | $84,742 |
| 2023 | $909,418 | $86,723 | $14,726 | — | — | — | $71,997 | $73,208 |
| 2022 | $837,421 | $588 | $27,578 | — | — | $3,214 | — | $67,219 |
| 2021 | $864,411 | $43,696 | $16,239 | — | — | $15 | $27,472 | $76,142 |
| 2020 | $836,954 | $110,225 | $235,172 | $214,500 | 13 | — | $77,085 | $62,081 |
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.
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.
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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