Triangle Oktoberfest Rotary Foundation logo

Triangle Oktoberfest Rotary Foundation

CARY, NC EIN: 81-2674524 Website

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

ApexCaryHolly Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$87K$130K$173K2021202220232024
Metric202420232022
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

$0$34K$67K$101K$135K0 grants20210 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Apex Sunrise Rotary Foun…$48KCary MacGregor Rotary Fo…$48KThe Miracle League of th…$30KDistrict 7710 Charitable…$9K

Grant Size Distribution

7 grants across all recorded years

5<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Apex Sunrise Rotary Foundation ($48,000), Cary MacGregor Rotary Foundation Inc ($48,000), The Miracle League of the Triangle ($30,000).

RecipientPurposeAmount
Apex Sunrise Rotary Foundation Apex, NCThe 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, NCThe 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, NCThe 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, NCThe 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

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Craig DuerrChair4
Edward DreyerSecretary2
Daniel HawleyTreasurer2
Randy Bosse'Director2
David ByerleyDirector2
Mark EspositoDirector2
Michael MooreDirector2
Margaret SophieDirector2

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 April 2026. Sourced from IRS Form 990-PF filings.

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