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

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

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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

No grants recorded for .

Who else does Triangle Oktoberfest Rotary Foundation fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

ApexCaryHolly Springs

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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