- Revenue 2024
- $153,853
- Expenses 2024
- $150,887
Program services were 98.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T50
- Classification
- 1000
- Street
- PO BOX 681
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 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.
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The Foundation raised funds through its signature event, the Triangle Oktoberfest, and provided grants to 501(c)(3) organizations in the Triangle area.
Expenses $148,000 · Grants $148,000
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Craig Duerr
Chair
- Total calculated
- $0
- Hours/week
- 4
-
Edward Dreyer
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Daniel Hawley
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Randy Bosse'
Director
- Total calculated
- $0
- Hours/week
- 2
-
David Byerley
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mark Esposito
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael Moore
Director
- Total calculated
- $0
- Hours/week
- 2
-
Margaret Sophie
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $153,853
- Expenses
- $150,887
- Contributions
- $74,551
- Grants paid
- $148,000
-
2023
- Revenue
- $157,592
- Expenses
- $144,948
- Contributions
- $70,102
- Grants paid
- $142,000
-
2022
- Revenue
- $27,079
- Expenses
- $35,000
- Contributions
- $54,100
- Grants paid
- $35,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990-EZ
- Revenue
- $96,577
- Expenses
- $80,000
- Assets (EOY)
- $38,315
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
-
Apex Sunrise Rotary Foundation
$50,000
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.
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2023 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.
-
Apex Sunrise Rotary Foundation
$48,000
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.
-
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.
-
$30,000
2023 The Foundation provides funding to Meg Smile Foundation, a non profit, that provides gifts and/or fun days to children affected by serious illnesses who are treated in NC hospitals. There mission is to bring smiles to the faces of these children and their families.
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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.
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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.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
Apex Sunrise Rotary Foundation
501(c)(3) · Provide Grants to tax exempt organizations · NC
-
Cary MacGregor Rotary Foundation
501(c)(3) · Provides Grants to tax exempt organization · NC
Other IRS files
Auto-Revocation List
- Exemption revoked 15 May 2019, reinstated 15 May 2019.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.