The Roger O Goldman and Fern
The Roger O Goldman and Fern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $172K in total assets. In 2024, it awarded 14 grants totaling $23K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$172K
+14.2% YoY
Annual Giving
$23K
-29.0% YoY
Grant Count
14
+75.0% YoY
Avg Grant Size
$2K
-59.4% YoY
Under IRS private-foundation payout rules, The Roger O Goldman and Fern reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About The Roger O Goldman and Fern
Based on IRS filings
The Roger O Goldman and Fern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $172K in total assets. In 2024, it awarded 14 grants totaling $23K. Net investment income was $7K.
Focus Areas
Ready to take the next step with The Roger O Goldman and Fern?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $171,725 | $150,400 | $178,409 |
| Revenue | $8,521 | $1,718 | $3,829 |
| Expenses | $25,080 | $48,317 | $47,599 |
| Qualifying Distributions | $23,308 | $41,699 | $43,753 |
| Net Investment Income | $6,806 | — | $916 |
| Distributable Amount | $15,337 | $9,229 | $11,837 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Berkshire International Film Festival ($12,000), Maltz Jupiter Theatre ($3,000), Jacob's Pillow ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Berkshire International Film Festival great barrington, MA | to further the organization's mission | $12,000 |
| Jacob's Pillow becket, MA | to further the organization's mission | $2,000 |
| The Love of T Foundation Pittsfield, MA | to further the organization's mission | $1,000 |
| Volunteers In Medicine Stuart, FL | to further the organization's mission | $1,000 |
| Railroad St Youth Project St Great Barrington, MA | to further the organization's mission | $500 |
| Tanglewood Boston, MA | to further the organization's mission | $1,000 |
| Barrington Stage Pittsfield, MA | to further the organization's mission | $500 |
| Samuel Phillip Foundations East Brunswick, NJ | to further the organization's mission | $288 |
| Dolphin Chalanger Cancer Miami Gardens, FL | to further the organization's mission | $250 |
| Jewish Federation Palm Beach West Palm Beach, FL | to further the organization's mission | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FERN PROTNOY | PRESIDENT | 1 | — |
| Rachael Goldfarb | TREASURER | 1 | — |
| Caroline Goldfarb | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Roger O Goldman and Fern?
The Roger O Goldman and Fern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. It holds $172K in total assets as of 2024.
How large is The Roger O Goldman and Fern?
As of 2024, The Roger O Goldman and Fern holds $172K in total assets with $9K in annual revenue. It awarded 14 grants totaling $23K in 2024.
Where does The Roger O Goldman and Fern operate?
The Roger O Goldman and Fern has awarded grants in Colorado, District of Columbia, Florida, Massachusetts, New Jersey, New York.
What size grants does The Roger O Goldman and Fern award?
In 2024, The Roger O Goldman and Fern awarded 14 grants totaling $23K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Roger O Goldman and Fern required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roger O Goldman and Fern reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Roger O Goldman and Fern's EIN?
The Roger O Goldman and Fern's EIN (Employer Identification Number) is 81-4708446. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Roger O Goldman and Fern's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Roger O Goldman and Fern on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Roger O Goldman and Fern to a real strategy.