Triangle Oktoberfest Rotary Foundation
The Triangle Oktoberfest Rotary Foundation (Foundation) supports and raises funds for the Apex Sunrise Rotary Foundation, Cary MacGregor Rotary Foundation and other 501(c)(3) organizations in the community. To provide this funding the Foundation raises funds at its signature event the Triangle Oktoberfest, which is presented by members of the Apex Sunrise and Cary MacGregor Rotary Clubs as well as other volunteers.
Triangle Oktoberfest Rotary Foundation at a glance
In short: Triangle Oktoberfest Rotary Foundation gave $135K across 4 grants in 2024 (avg $34K), mostly in North Carolina. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $134,500
- +3.5% vs 2023
- Grants made (2024)
- 4
- +33.3% vs 2023
- Average grant
- $33,625
- -22.4% vs 2023
- Median grant
- $39,000
- Total assets
- $59,549
- +39.0% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Triangle Oktoberfest Rotary Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Apex Sunrise Rotary Foundation ($48K). Together the top 4 received $135K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 5 grants of 7 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $130K (2023) to $135K (2024). In 2024 it made 4 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Apex Sunrise Rotary Foundation Apex, NC | The Triangle Oktoberfest Rotary Foundation provided a grant to Apex Sunrise Rotary Foundation (ASRF), so that the ASRF members can identify community needs, accept and evaluate grant applicants and then provide grants to primarily local charities. | $48,000 |
| Cary MacGregor Rotary Foundation Inc Cary, NC | The Triangle Oktoberfest Rotary Foundation provided a grant to Cary MacGregor Rotary Foundation (CMRF), so that the CMRF Board can identify community needs, accept and evaluate grant applicants and then provide grants to primarily local charities. | $48,000 |
| The Miracle League of the Triangle Cary, NC | The Triangle Oktoberfest Rotary Foundation provides a contribution to a named charity each year. The Miracle League of the Triangle was the named charity in 2024 and was provided a grant. The Miracle League of the Triangle provides opportunities for children with mental or physical disabilities to play baseball as a team member in an organized league, and to promote community support and sponsorship for the league. | $30,000 |
| District 7710 Charitable Foundation Cary, NC | The Triangle Oktoberfest Rotary Foundation provided a grant to District 7710 charitable Foundation earmarked for Western North Carolina Disaster Relief. The relief is for parts of Western North Carolina affected by Hurricane Helene in 2024. | $8,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $59,549 | $153,853 | $150,887 | $134,500 | 4 | $865 |
| 2023 | $42,827 | $157,592 | $144,948 | $130,000 | 3 | — |
| 2022 | $67,513 | $27,079 | $35,000 | — | — | — |
| 2021 | $38,315 | $96,577 | $80,000 | — | — | — |
About Triangle Oktoberfest Rotary Foundation
Based on IRS filings
Triangle Oktoberfest Rotary Foundation is a public charity, based in Cary, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $60K in total assets. In 2024, it awarded 4 grants totaling $135K. Net investment income was $865.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Triangle Oktoberfest Rotary Foundation is led by Craig Duerr, Chair on every filing since 2021; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Craig Duerr
Chair
On filings since 2021
4 hrs/week
No compensation reported
David Byerley
Director
Treasurer → Director, 2024
On filings since 2021
2 hrs/week
No compensation reported
Mark Esposito
Director
On filings since 2021
2 hrs/week
No compensation reported
Randy Bosse'
Director
On filings since 2021
2 hrs/week
No compensation reported
Michael Moore
Director
On filings since 2022
2 hrs/week
No compensation reported
Margaret Sophie
Director
On filings since 2023
2 hrs/week
No compensation reported
Daniel Hawley
Treasurer
Director → Treasurer, 2024
On filings since 2021
2 hrs/week
No compensation reported
Edward Dreyer
Secretary
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Holly Hach (2021) — Director
Data from IRS Form 990 filings, 2021–2024. "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 Triangle Oktoberfest Rotary Foundation
How much does Triangle Oktoberfest Rotary Foundation give each year?
Triangle Oktoberfest Rotary Foundation gave $135K across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $130K across 3 grants.
What is Triangle Oktoberfest Rotary Foundation's typical grant size?
Triangle Oktoberfest Rotary Foundation's median grant in 2024 was $39,000, and its average grant was $33,625, across 4 grants on its 2024 IRS Form 990.
Where does Triangle Oktoberfest Rotary Foundation give grants?
Triangle Oktoberfest Rotary Foundation gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Cary, NC (3 grants).
Does Triangle Oktoberfest Rotary Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Triangle Oktoberfest Rotary Foundation's 2024 IRS Form 990 were described as general or operating support.
How large is Triangle Oktoberfest Rotary Foundation?
Triangle Oktoberfest Rotary Foundation reported $60K in total assets on its 2024 IRS Form 990. Its revenue that year was $154K.
What is Triangle Oktoberfest Rotary Foundation's EIN?
Triangle Oktoberfest Rotary Foundation's EIN (Employer Identification Number) is 81-2674524. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Triangle Oktoberfest Rotary Foundation funds
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