The Roger O Goldman and Fern
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.
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.
Ready to take the next step with The Roger O Goldman and Fern?
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
Share of 2024 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 37 grants of 37 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berkshire International Film Festival Great Barrington, MA | to further the organization's mission | $12,000 |
| Maltz Jupiter Theatre Jupiter, FL | to further the organization's mission | $3,000 |
| 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 |
| Tanglewood Boston, MA | to further the organization's mission | $1,000 |
| Railroad St Youth Project St Great Barrington, MA | to further the organization's mission | $500 |
| Barrington Stage Pittsfield, MA | to further the organization's mission | $500 |
| Jewish Federation Palm Beach West Palm Beach, FL | to further the organization's mission | $500 |
| Planned Parenthood of SE & N Florida West Palm Beach, FL | to 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 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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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