Public Charity

TRIANGLE OKTOBERFEST ROTARY FOUNDATION

TRIANGLE OKTOBERFEST ROTARY FOUNDATION is a Public Charity headquartered in Cary, NC. Financial data from the 2024 filing: $154K revenue, $151K expenses, $60K total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $264K.

EIN: 812674524 Cary, NC Latest filing: 2024
Total Revenue$154K
Total Expenses$151K
Total Assets$60K
Grants Given7
Grant Total$264K
Filing Years2021–2024

Mission

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.

Sample Grants Given

Apex, NC · 2024
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, NC · 2024
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
Cary, NC · 2024
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
Cary, NC · 2024
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
Apex, NC · 2023
Grants are provided by the Foundation to the Apex Sunrise Rotary Foundation (ASRF), so that the ASRF Board can identify community needs, accept and evaluate grant applicants and then provide grants to primarily local charities.
$50,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

Chair Craig Duerr
Treasurer Daniel Hawley
Director David Byerley
Secretary Edward Dreyer
Director Margaret Sophie
Director Mark Esposito

Officer compensation and complete director data available with membership.

Top Grant Purposes

Grants are provided by the Foundation to the Apex Sunrise Rotary Foundation (ASRF), so that the ASRF Board can identify community needs, accept and evaluate grant applicants and then provide grants to primarily local charities.
$50,000 1 grant
Grants are provided by the Foundation to the 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.
$50,000 1 grant
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 1 grant
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 1 grant
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 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $154K $151K $60K
2023 $158K $145K $43K
2022 $27K $35K $68K
2021 $97K $80K $38K

Between 2021 and 2024, reported annual revenue grew from $97K to $154K (+59%), with total assets most recently reported at $60K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NC.

NC

Full geographic grant map with state-by-state breakdown available with membership.

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