Peterson-West Scholarship Foundation
Peterson-West Scholarship Foundation is a private foundation focused on Education, based in Kalispell, MT. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $135K in total assets. In 2025, it awarded 2 grants totaling $3K. Net investment income was $3K.
Peterson-West Scholarship Foundation at a glance
In short: Peterson-West Scholarship Foundation gave $3K across 2 grants in 2025 (avg $1K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,500
- +100.0% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $1,250
- +0.0% vs 2024
- Median grant
- $1,250
- Total assets
- $135,090
- +3.6% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Peterson-West Scholarship Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Peterson-West Scholarship Foundation gives
- In 2025 it paid out 34% 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
From 2022 to 2025, annual grant giving ranged from $1K (2022) to $3K (2025). In 2025 it made 2 grants totaling $3K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $135,090 | $10,774 | $6,111 | $2,500 | 2 | $2,500 | $3,289 | $7,314 |
| 2024 | $130,427 | $18,474 | $2,594 | $1,250 | 1 | $1,250 | $4,723 | $6,688 |
| 2023 | $114,547 | $116,298 | $2,376 | $1,250 | 1 | $1,250 | $3,497 | $5,479 |
| 2022 | $625 | $2,740 | $1,115 | $1,000 | Total only | $1,000 | — | — |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Under IRS private-foundation payout rules, Peterson-West Scholarship Foundation reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Peterson-West Scholarship Foundation is led by Alan West, President on every filing since 2022; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alan West
President
On filings since 2022
No compensation reported
Lynae West
Secretary
On filings since 2022
No compensation reported
Jennifer Johnson
Treasurer
On filings since 2024
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Peterson-West Scholarship Foundation
How much does Peterson-West Scholarship Foundation give each year?
Peterson-West Scholarship Foundation gave $3K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
How large is Peterson-West Scholarship Foundation?
Peterson-West Scholarship Foundation reported $135K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Peterson-West Scholarship Foundation?
Peterson-West Scholarship Foundation is a private foundation focused on Education, based in Kalispell, MT. It holds $135K in total assets as of 2025.
Where does Peterson-West Scholarship Foundation operate?
Peterson-West Scholarship Foundation has awarded grants in Kansas, Montana.
What is Peterson-West Scholarship Foundation's EIN?
Peterson-West Scholarship Foundation's EIN (Employer Identification Number) is 87-4083628. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2022–2024
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