Nonprofit · EIN 58-6215774
TRUST U W PETER BURUM SHERRY
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $65,909 | $17,892 | $48,017 | $957,435 | $0 | $957,435 |
| December 31, 2023 | 990-PF | $86,723 | $14,726 | $71,997 | $909,418 | $0 | $909,418 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $34,349
- Net gain from sales of assets
- $31,560
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $667
Balance sheet and other
- Total assets, start of year
- $909,418
- Total assets, end of year
- $957,435
- Total liabilities, end of year
- $0
- Net assets, end of year
- $957,435
- Fair market value of assets
- $1,865,593
- Net investment income
- $65,909
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE H LANIER 1327 PEACHTREE STREET NE APT 103, ATLANTA, GA 30309 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE H LANIER 1327 PEACHTREE STREET NE APT 103, ATLANTA, GA 30309 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1327 PEACHTREE ST NE APT 103, ATLANTA, GA 30309-3253
- Signed the 990-PF
- GEORGE H LANIER, TRUSTEE
- Phone
- (404) 307-0522
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6215774
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $957,435
- Income (IRS master file)
- $79,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $65,909 | $17,892 | $957,435 | XML |
| 990-PF | December 2023 | $86,723 | $14,726 | $909,418 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6215774).
Questions about TRUST U W PETER BURUM SHERRY
- What is the EIN of TRUST U W PETER BURUM SHERRY?
- The employer identification number (EIN) of TRUST U W PETER BURUM SHERRY is 58-6215774.
- Is TRUST U W PETER BURUM SHERRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to TRUST U W PETER BURUM SHERRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST U W PETER BURUM SHERRY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U W PETER BURUM SHERRY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U W PETER BURUM SHERRY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TRUST U W PETER BURUM SHERRY?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRUST U W PETER BURUM SHERRY have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $65,909, expenses of $17,892 and total assets of $957,435 at year end.
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