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Trust Uw Peter Burum Sherry George H Lanier Trustee at a glance

· Private foundation

Trust Uw Peter Burum Sherry George H Lanier Trustee

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$215k
Granted FY2020
13
Grants FY2020
4
States reached
$200k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Public Safety & Disaster$200kPhilanthropy$175kArts & Culture$8kEnvironment$5kEducation$1kCivil Rights$500Crime & Legal$250Other$0
02FY2020 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k12 grants · $15k
  • $50k–250k1 grant · $200k
$500
Median grant
4
States reached
$957k
Total assets
Largest grants
RecipientAmount
WADHAM COLLEGE OXFORD UNIVERSITY$200,000
PENLAND SCHOOL OF CRAFT$5,000
TREES ATLANTA$5,000
GEORGIA TRUST FOR HISTORICAL PRESERVATION$1,000
THE BASCOM$1,000
THE FOUNDATION FOR RELIGIOUS LIBERTY$500
DARLINGTON SCHOOL$500
Individual grant recipient$250
HIGHLANDS HISTORICAL SOCIETY$250
THE WREN'S NEST$250
GEORGIA JUSTICE PROJECT$250
HARVARD COLLEGE FUND$250
CHEROKEE GARDEN LIBRARY$250
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

US giving: 49% of grant dollars ($190k). The need read here covers only this US portion; the 51% that went abroad ($200k) is mapped below.

show:

Dollar for dollar, its grants (FY17–20) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%THE FOUNDATION FOR RELIGIOUS LIBERTY: $500 → 14%THE BASCOM: $1k → 12%PENLAND SCHOOL OF CRAFT: $5k → 16%THE WREN'S NEST: $250 → 13%TREES ATLANTA: $5k → 14%DARLINGTON SCHOOL: $500 → 15%HIGHLANDS HISTORICAL SOCIETY: $250 → 12%CHEROKEE GARDEN LIBRARY: $250 → 13%GEORGIA TRUST FOR HISTORICAL PRESERVATION: $1k → 13%GEORGIA JUSTICE PROJECT: $250 → 13%COMMUNITY FOUNDATION FOR GREATER ATLANTA: $65k → 13%COMMUNITY FOUNDATION FOR GREATER ATLANTA: $60k → 13%COMMUNITY FOUNDATION FOR GREATER ATLANTA: $50k → 13%GEORGIA CASA: $250 → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Beyond the US: 51% of all-years giving ($200k)

1 country, by the recipient’s country on the filing.

grant dollars sentlessmore
United Kingdom$200k · 1 grant
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving. International giving is mapped by the recipient’s country from the same 990 filings; comparable need data isn’t available at that grain.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Atlanta Historical Society Inc

Atlanta history center seeks to connect people, history, and culture to build a stronger community. through exhibitions, collections, historic houses, gardens, archives, educational school tours, public programs, and digital and virtual…

Arts & Culture
2
Georgia Historical Society

Georgia Historical Society (GHS) is the premier independent statewide institution responsible for collecting, examining, and teaching Georgia history. GHS houses the oldest and most distinguished collection of materials related exclusively…

—
3
Jenkins Arboretum & Gardens

The mission of the jenkins arboretum & gardens is to preserve natural, tranquil woodlands for community enjoyment, to showcase native plants and a world class collection of rhododendrons and azaleas, and to promote environmental…

Environment
4
Brookgreen Gardens

Brookgreen gardens was formed in 1931 to collect, preserve and exhibit american sculpture, and the flora and fauna native to south carolina.

Environment
5
Savannah College of Art and DesignInc

Scad prepares talented students for creative professions through engaged teaching and learning in a positively oriented university environment.

Education
6
The Atlanta Botanical Garden Inc

The atlanta botanical garden's mission is to develop and maintain plant collections for display, education, research, conservation and enjoyment.

Environment
7
Tudor Place Foundation Inc

Tudor place historic house & garden preserves the stories of six generations of descendants of martha washington and the enslaved and free people who lived and worked at this georgetown landmark for nearly two centuries. by examining their…

—
8
Fernbank Inc

Fernbank museum of natural history inspires a lifelong learning of natural history through immersive programming and unmatched experiences to encourage a greater appreciation of our planet and its inhabitants. fernbank is dedicated to…

Arts & Culture
9
Sterling and Francine Clark Art Institute

See schedule o for the organization's mission statement.please see description for part i, line 1, above.

Arts & Culture
10
Governor Dummer Academy the Governor's Academy

Together, we teach and learn skills that foster the courage to discover our voices, develop old and new passions, practice balance in the pursuit of excellence, and collaborate in building vibrant,inclusive, and sustainable communities.

Education
11
Chastain Park Conservancy Inc

The Conservancy's mission is to restore, enhance, maintain and preserve Chastain Park through the implementation of its 20-year Master Plan. With one eye on Chastain Park's glorious past and another on its promising future, the Conservancy…

Recreation & Sports
12
Hillwood Estate Museum & Gardens

Hillwood estate, museum & garden's (hillwood) mission is to share the renowned art collections, exceptional gardens and related public and educational programs with a wide and diverse audience. since its opening, hillwood has served…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Trees Atlanta Inc; the most unlike its peers is Georgia Trust for Historic Preservation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 14 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

WADHAM COLLEGE OXFORD UNIVERSITY: $200,000 · OtherWADHAM COLLEGE OXFORD UNIVERSITY+4 more: $1,250 · OtherTHE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC: $175,000 · PhilanthropyTHE COMMUNITY FOUNDATION FOR GREATER ATLANTA INCPenland School Of Craft: $5,000 · Arts & CultureGEORGIA TRUST FOR HISTORIC PRESERVATION INC: $1,000 · Arts & CultureThe Bascom Corporation: $1,000 · Arts & CultureHIGHLANDS HISTORICAL SOCIETY INC: $250 · Arts & CultureJOEL CHANDLER HARRIS ASSOCIATION: $250 · Arts & CultureTREES ATLANTA INC: $5,000 · EnvironmentDarlington School Inc: $500 · EducationGEORGIA JUSTICE PROJECT INC: $250 · Crime & Legal
Other$201,250Philanthropy$175,000Arts & Culture$7,500Environment$5,000Education$500Crime & Legal$250

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC: $175,000 over 3y, 0.0% of budgetTREES ATLANTA INC: $5,000 over 1y, 0.1% of budgetPenland School Of Craft: $5,000 over 1y, 0.1% of budgetGEORGIA TRUST FOR HISTORIC PRESERVATION INC: $1,000 over 1y, 0.1% of budgetThe Bascom Corporation: $1,000 over 1y, 0.1% of budgetDarlington School Inc: $500 over 1y, 0.0% of budgetHIGHLANDS HISTORICAL SOCIETY INC: $250 over 1y, 0.3% of budgetJOEL CHANDLER HARRIS ASSOCIATION: $250 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundat…The Bank of America C…Vanguard Charitable E…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
The Community Foundation for Greater Atlanta IncGA15.2× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation for Greater Atlanta Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Trust Uw Peter Burum Sherry George H Lanier Trustee funds: left to right is the share of its income from government, bottom to top the share from Trust Uw Peter Burum Sherry George H Lanier Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 14 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2020, the most recent year this funder made grants.

    Source object · view filing

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    More from the funding graph

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    The endowment market
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