The John Pena Scholarship Fund Inc
THE JOHN PENA SCHOLARSHIP FUND INC is a 501(c)(3) foundation based in Lakeway, Texas with total assets of $121,328 and recent annual revenue of $9,211.
The John Pena Scholarship Fund Inc at a glance
In short: The John Pena Scholarship Fund Inc gave $9K across 3 grants in 2025 (avg $3K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $3,000
- +0.0% vs 2024
- Median grant
- $3,000
- Total assets
- $157,945
- +14.2% vs 2024
- Primary geography
- Texas (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 The John Pena Scholarship Fund Inc funds
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The John Pena Scholarship Fund Inc gives
- Giving grew 20% from 2022 to 2025. Method
- In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $5K (2023) to $9K (2025). In 2025 it made 3 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 3 individual scholarships Recipients not named | — | $9,000 |
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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 | $157,945 | $15,693 | $11,696 | $9,000 | 3 | $9,475 | $614 | $7,319 |
| 2024 | $138,342 | $4,819 | $13,452 | $9,000 | 3 | $9,450 | $760 | $6,676 |
| 2023 | $121,328 | $9,211 | $7,325 | $5,000 | 2 | $5,435 | $793 | $5,797 |
| 2022 | $112,330 | $10,226 | $10,348 | $7,500 | 3 | $7,935 | $741 | $5,808 |
| 2021 | $130,520 | $10,748 | $11,697 | $7,500 | 4 | $7,878 | $8,988 | $6,252 |
| 2020 | $122,765 | $6,470 | $9,500 | — | — | — | $6,470 | — |
| 2019 | $120,285 | $9,618 | $11,176 | — | — | — | $2,642 | — |
Under IRS private-foundation payout rules, The John Pena Scholarship Fund Inc reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
About The John Pena Scholarship Fund Inc
Based on IRS filings
The John Pena Scholarship Fund Inc is a private foundation focused on Education, based in Lakeway, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $158K in total assets. In 2025, it awarded 3 grants totaling $9K. Net investment income was $614.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The John Pena Scholarship Fund Inc is led by Keith Liles, President since 2021 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Keith Liles
President
Vice President → President, 2021
On filings since 2019
1 hr/week
No compensation reported
Lydia Clemmons
Director
On filings since 2021
1 hr/week
No compensation reported
Susan Schaffer
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Jennifer Carr (2019–2020) — President
Data from IRS Form 990 filings, 2019–2025. "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 The John Pena Scholarship Fund Inc
How much does The John Pena Scholarship Fund Inc give each year?
The John Pena Scholarship Fund Inc gave $9K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 3 grants.
What is The John Pena Scholarship Fund Inc's typical grant size?
The John Pena Scholarship Fund Inc's median grant in 2025 was $3,000, and its average grant was $3,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does The John Pena Scholarship Fund Inc give grants?
The John Pena Scholarship Fund Inc gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The John Pena Scholarship Fund Inc give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The John Pena Scholarship Fund Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).
How large is The John Pena Scholarship Fund Inc?
The John Pena Scholarship Fund Inc reported $158K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is The John Pena Scholarship Fund Inc?
The John Pena Scholarship Fund Inc is a private foundation focused on Education, based in Lakeway, TX. It holds $158K in total assets as of 2025.
What is The John Pena Scholarship Fund Inc's EIN?
The John Pena Scholarship Fund Inc's EIN (Employer Identification Number) is 71-0983601. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 21, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
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