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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$60K
+39.0% YoY
Annual Giving
$135K
+3.5% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$34K
-22.4% YoY
About Triangle Oktoberfest Rotary Foundation
Based on IRS filings
Triangle Oktoberfest Rotary Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, 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
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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 | $59,549 | $42,827 | $67,513 |
| Revenue | $153,853 | $157,592 | $27,079 |
| Expenses | $150,887 | $144,948 | $35,000 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $865 | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Craig Duerr | Chair | 4 | — |
| Edward Dreyer | Secretary | 2 | — |
| Daniel Hawley | Treasurer | 2 | — |
| Randy Bosse' | Director | 2 | — |
| David Byerley | Director | 2 | — |
| Mark Esposito | Director | 2 | — |
| Michael Moore | Director | 2 | — |
| Margaret Sophie | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Orange County Partnership for Young
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North Carolina Baptist Hospital
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Assets
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Total Given
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The Anne Shuford Mcbryde
ASHEVILLE, NC
Assets
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Total Given
$49K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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