Peterson-west Scholarship Foundation

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 2024. As of 2024, the organization holds $130K in total assets. In 2024, it awarded 1 grants totaling $1K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$130K

+13.9% YoY

Annual Giving

$1K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

+0.0% YoY

Under IRS private-foundation payout rules, Peterson-west Scholarship Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Peterson-west Scholarship Foundation

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $3K (100%)

States

Kansas

Cities

Winfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$130,427	$114,547	$625
Revenue	$18,474	$116,298	$2,740
Expenses	$2,594	$2,376	$1,115
Qualifying Distributions	$1,250	$1,250	$1,000
Net Investment Income	$4,723	$3,497	—
Distributable Amount	$6,688	$5,479	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alexis Kersten ($1,250).

Recipient	Purpose	Amount
ALEXIS KERSTEN WINFIELD, KS	SCHOLARSHIP	$1,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ALAN WEST	PRESIDENT	—	—
LYNAE WEST	SECRETARY	—	—
JENNIFER JOHNSON	TREASURER	—	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Peterson-west Scholarship Foundation?

Peterson-west Scholarship Foundation is a private foundation focused on Education, based in KALISPELL, MT. It holds $130K in total assets as of 2024.

How large is Peterson-west Scholarship Foundation?

As of 2024, Peterson-west Scholarship Foundation holds $130K in total assets with $18K in annual revenue. It awarded 1 grants totaling $1K in 2024.

Where does Peterson-west Scholarship Foundation operate?

Peterson-west Scholarship Foundation has awarded grants in Kansas.

What size grants does Peterson-west Scholarship Foundation award?

In 2024, Peterson-west Scholarship Foundation awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Peterson-west Scholarship Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Peterson-west Scholarship Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2022–2024.