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.
Key facts about Triangle Oktoberfest Rotary Foundation
- EIN
- 81-2674524
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $134,500
- Grants made (2024)
- 4
- Average grant
- $33,625
- Median grant
- $39,000
- Total assets
- $59,549
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Triangle Oktoberfest Rotary Foundation funds
By grant dollars, the top recipient states for Triangle Oktoberfest Rotary Foundation's 4 itemized 2024 grants were North Carolina (100%). The most frequent recipient cities were Cary, NC (3 grants). None of its 4 grants with a stated purpose were described as general or operating support.
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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
Share of all 4 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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
Among its reported 2024 grants, the largest recipients include Apex Sunrise Rotary Foundation ($48,000), Cary MacGregor Rotary Foundation Inc ($48,000), The Miracle League of the Triangle ($30,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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
Frequently Asked Questions
What is Triangle Oktoberfest Rotary Foundation?
Triangle Oktoberfest Rotary Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cary, NC. It holds $60K in total assets as of 2024.
How large is Triangle Oktoberfest Rotary Foundation?
As of 2024, Triangle Oktoberfest Rotary Foundation holds $60K in total assets with $154K in annual revenue. It awarded 4 grants totaling $135K in 2024.
Where does Triangle Oktoberfest Rotary Foundation operate?
Triangle Oktoberfest Rotary Foundation has awarded grants in North Carolina.
What size grants does Triangle Oktoberfest Rotary Foundation award?
In 2024, Triangle Oktoberfest Rotary Foundation awarded 4 grants totaling $135K — an average of about $34K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.