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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$138K
+14.0% YoY
Annual Giving
$9K
+80.0% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$3K
+20.0% YoY
Under IRS private-foundation payout rules, The John Pena Scholarship Fund Inc reported a distributable amount of $7K for 2024 — 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 2020 through 2024. As of 2024, the organization holds $138K in total assets. In 2024, it awarded 3 grants totaling $9K. Net investment income was $760.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $138,342 | $121,328 | $112,330 |
| Revenue | $4,819 | $9,211 | $10,226 |
| Expenses | $13,452 | $7,325 | $10,348 |
| Qualifying Distributions | $9,450 | $5,435 | $7,935 |
| Net Investment Income | $760 | $793 | $741 |
| Distributable Amount | $6,676 | $5,797 | $5,808 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Weatherford College ($3,000), Jack Trey Weir Iii ($3,000), Briana Cuellar ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WEATHERFORD COLLEGE WEATHERFORD, TX | SCHOLARSHIP | $3,000 |
| JACK TREY WEIR III ARLINGTON, TX | SCHOLARSHIP | $3,000 |
| BRIANA CUELLAR UVALDE, TX | SCHOLARSHIP | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEITH LILES | PRESIDENT | 1 | — |
| SUSAN SCHAFFER | TREASURER | 1 | — |
| LYDIA CLEMMONS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $138K in total assets as of 2024.
How large is The John Pena Scholarship Fund Inc?
As of 2024, The John Pena Scholarship Fund Inc holds $138K in total assets with $5K in annual revenue. It awarded 3 grants totaling $9K in 2024.
Where does The John Pena Scholarship Fund Inc operate?
The John Pena Scholarship Fund Inc has awarded grants in Texas.
What size grants does The John Pena Scholarship Fund Inc award?
In 2024, The John Pena Scholarship Fund Inc awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The John Pena Scholarship Fund Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The John Pena Scholarship Fund Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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