Peterson-West Scholarship Foundation

Private foundation · Grantmaker Kalispell, MT EIN: 87-4083628

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

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

BozemanMissoulaWinfield

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

$0$1K$2K$3KTotal only2022 1 grant2023 1 grant2024 2 grants2025

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

RecipientPurposeAmount
2 individual scholarships Recipients not named —$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$135,090$10,774$6,111$2,5002$2,500$3,289$7,314
2024$130,427$18,474$2,594$1,2501$1,250$4,723$6,688
2023$114,547$116,298$2,376$1,2501$1,250$3,497$5,479
2022$625$2,740$1,115$1,000Total 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

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  5. IRS filings on file for fiscal years 2022–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Peterson-West Scholarship Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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