The Roger O Goldman and Fern

Private foundation · Grantmaker Palm Beach Gardens, FL EIN: 81-4708446

The Roger O Goldman and Fern is a private foundation based in Palm Beach Gardens, Florida. Its 2024 filing reports grants to charitable organizations, with the largest listed awards going to organizations in Massachusetts and Florida.

Key facts about The Roger O Goldman and Fern

In short: The Roger O Goldman and Fern gave $23K across 14 grants in 2024 (avg $2K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
81-4708446
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$23,308
Grants made (2024)
14
Average grant
$1,665
Median grant
$500
Total assets
$171,725
Primary geography
Massachusetts (73% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

How The Roger O Goldman and Fern gives

  • 14% of 2024 grantees were also funded in 2023. Method
  • Giving fell 74% from 2021 to 2024. Method
  • In 2024 it paid out 152% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s own mission is not stated in the available information. Its 2024 grantees included arts and cultural organizations, as well as organizations in other fields. The Berkshire International Film Festival describes its mission as celebrating independent film and entertaining, educating, and inspiring filmmakers and film lovers. Maltz Jupiter Theatre describes itself as a professional regional theatre dedicated to performing arts and to entertaining, educating, and inspiring the community; it also houses a performing arts conservatory.

Grantmaking

In 2024, the foundation reported 14 grants totaling $23,308. Grants ranged from $250 to $12,000, with a median of $500. Notable listed grants included $12,000 to Berkshire International Film Festival, $3,000 to Maltz Jupiter Theatre, $2,000 to Jacob’s Pillow, and $1,000 each to The Love of T Foundation, Volunteers In Medicine, and Tanglewood. The reported purpose for these grants was to further each organization’s mission.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

In 2024, 73% of grant dollars went to recipients in Massachusetts and 23% to recipients in Florida. New Jersey and New York each accounted for 2%.

Grant Distribution by State

6states

Share of 2024 grant dollars across all 14 itemized grants.

Cities

New YorkGreat BarringtonBecketDenverEast BrunswickPalm Beach GardensPittsfieldWashingtonWest Palm BeachBostonJupiterLenoxLong Island CityMiami GardensSouth EgremontSt Great BarringtonStuart

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants2020 7 grants2021 3 grants2022 8 grants2023 14 grants2024

From 2020 to 2024, annual grant giving ranged from $23K (2024) to $91K (2021). In 2024 it made 14 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Berkshire International Film Festival: $12KBerkshire International FilmFestival$12KMaltz Jupiter Theatre: $3KMaltz Jupiter Theatre$3KJacob's Pillow: $2KJacob's Pillow$2KThe Love of T Foundation: $1KThe Love of T Foundation$1KVolunteers In Medicine: $1KVolunteers In Medicine$1KTanglewood: $1KTanglewood$1KRailroad St Youth Project: $500Railroad St Youth Project$500Barrington Stage: $500Barrington Stage$500Jewish Federation Palm Beach: $500Jewish Federation Palm Beach$500Planned Parenthood of SE & N Florida: $500Planned Parenthood of SE & NFlorida$500

The largest 2024 recipient was Berkshire International Film Festival ($12K). Together the top 10 received $22K.

Grant Size Distribution

37 grants across all recorded years

37<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 37 grants of 37 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Berkshire International Film Festival Great Barrington, MAto further the organization's mission$12,000
Maltz Jupiter Theatre Jupiter, FLto further the organization's mission$3,000
Jacob's Pillow Becket, MAto further the organization's mission$2,000
The Love of T Foundation Pittsfield, MAto further the organization's mission$1,000
Volunteers In Medicine Stuart, FLto further the organization's mission$1,000
Tanglewood Boston, MAto further the organization's mission$1,000
Railroad St Youth Project St Great Barrington, MAto further the organization's mission$500
Barrington Stage Pittsfield, MAto further the organization's mission$500
Jewish Federation Palm Beach West Palm Beach, FLto further the organization's mission$500
Planned Parenthood of SE & N Florida West Palm Beach, FLto further the organization's mission$500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $171,725 $8,521 $25,080 $23,308
2023 $150,400 $1,718 $48,317 $32,826
2022 $178,409 $3,829 $47,599 $37,826
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Fern Prot­noy as president, Rachael Goldfarb as treasurer, and Caroline Goldfarb as director.

The Roger O Goldman and Fern is led by Fern Protnoy, President since 2024 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Fern Protnoy

    President

    Director, President, Secretary & Treasurer → President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Caroline Goldfarb

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Rachael Goldfarb

    Treasurer

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Cindi Goldman-Patin (2020–2023) — Vice President
  • Former: Roger O. Goldman (2020–2023) — Director & Vice President

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 13660 Rivoli Drive, Palm Beach Gardens, FL 33410
Phone: (917) 375-0938

Frequently asked questions about The Roger O Goldman and Fern

How much does The Roger O Goldman and Fern give each year?

The Roger O Goldman and Fern gave $23K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $33K across 8 grants.

What is The Roger O Goldman and Fern's typical grant size?

The Roger O Goldman and Fern's median grant in 2024 was $500, and its average grant was $1,665, across 14 grants on its 2024 IRS Form 990-PF.

Where does The Roger O Goldman and Fern give grants?

The Roger O Goldman and Fern gives mostly in Massachusetts: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (23%). The most frequent recipient cities were Pittsfield, MA (2 grants), West Palm Beach, FL (2 grants) and East Brunswick, NJ (2 grants).

Does The Roger O Goldman and Fern give general operating support?

Not in 2024: none of the 14 grants with a stated purpose on The Roger O Goldman and Fern's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further the Organization's Mission" (14 grants).

Who are The Roger O Goldman and Fern's largest grantees?

The Roger O Goldman and Fern's largest 2024 grantees include Berkshire International Film Festival ($12,000), Maltz Jupiter Theatre ($3,000) and Jacob's Pillow ($2,000), according to its 2024 IRS Form 990-PF. Together they received 73% of its itemized 2024 grant dollars.

How large is The Roger O Goldman and Fern?

The Roger O Goldman and Fern reported $172K in total assets on its 2024 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

What does The Roger O Goldman and Fern fund?

The foundation’s own mission is not stated in the available information. Its 2024 grantees included arts and cultural organizations, as well as organizations in other fields. See mission & focus areas ↑

How do I apply for a grant from The Roger O Goldman and Fern?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does The Roger O Goldman and Fern accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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