Civic Intelligence

Triangle Oktoberfest Rotary Foundation

EIN 81-2674524 • 501(c)3 • Cary, NC

Profile

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.

PO Box 681Cary, NC 27512

triangleoktoberfest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.58x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

84th percentile

39%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-2.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$59,549

Up $16,722 (+39%) from 2023

Liabilities

Up

$34,500

Up $13,756 (+66%) from 2023

Net Assets

Up

$25,049

Up $2,966 (+13%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin51st percentile

Revenue

Down

$153,853

Down $3,739 (-2.4%) from 2023

Expenses

Up

$150,887

Up $5,939 (+4.1%) from 2023

Net Income

Down

$2,966

Down $9,678 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2016: $52,137Liabilities 2016: $20,0002016Assets 2017: $75,567Liabilities 2017: $20,0002017Assets 2018: $81,887Liabilities 2018: $20,0002018Assets 2019: $102,344Liabilities 2019: $20,0002019Assets 2020: $20,783Liabilities 2020: $20,0002020Assets 2021: $38,315Liabilities 2021: $955Net Assets 2021: $37,3602021Assets 2022: $67,513Liabilities 2022: $58,074Net Assets 2022: $9,4392022Assets 2023: $42,827Liabilities 2023: $20,744Net Assets 2023: $22,0832023Assets 2024: $59,549Liabilities 2024: $34,500Net Assets 2024: $25,0492024

Highlighted filing

2024

Assets$59,549
Liabilities$34,500
Net Assets$25,049
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2016: $40,137Expenses 2016: $8,000Net Income 2016: $32,1372016Revenue 2017: $68,430Expenses 2017: $45,000Net Income 2017: $23,4302017Revenue 2018: $61,320Expenses 2018: $55,000Net Income 2018: $6,3202018Revenue 2019: $112,457Expenses 2019: $92,000Net Income 2019: $20,4572019Revenue 2020: $8,439Expenses 2020: $90,000Net Income 2020: -$81,5612020Revenue 2021: $96,577Expenses 2021: $80,000Net Income 2021: $16,5772021Revenue 2022: $27,079Expenses 2022: $35,000Net Income 2022: -$7,9212022Revenue 2023: $157,592Expenses 2023: $144,948Net Income 2023: $12,6442023Revenue 2024: $153,853Expenses 2024: $150,887Net Income 2024: $2,9662024

Highlighted filing

2024

Revenue$153,853
Expenses$150,887
Net Income$2,966
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,549
Liabilities
$34,500
Net assets
$25,049
Revenue
$153,853
Expenses
$150,887
Net income
$2,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.35$0.25$1.54$1.51$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.21$0.22$1.58$1.45$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.58$0.09$0.27$0.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.97$0.80$0.17
2020Summary only. Only limited summary data is available for this year.$0.21$0.20$0.08$0.90$0.82
2019Summary only. Only limited summary data is available for this year.$1.02$0.20$1.12$0.92$0.20
2018Summary only. Only limited summary data is available for this year.$0.82$0.20$0.61$0.55$0.06
2017Summary only. Only limited summary data is available for this year.$0.76$0.20$0.68$0.45$0.23
2016Summary only. Only limited summary data is available for this year.$0.52$0.20$0.40$0.08$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 9, 2025
Return Version
2024v5.0
Gross Receipts
$291,452
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$30,000$30,000→ $0
Cash and Non-Interest-Bearing Accounts$6,867$20,010▲ $13,143
Accounts Receivable$1,144$5,638▲ $4,494
Inventories for Sale or Use$4,816$3,901▼ $915
Total Assets$42,827$59,549▲ $16,722
Liabilities
Other Liabilities$20,000$20,000→ $0
Accounts Payable and Accrued Expenses$744$14,500▲ $13,756
Total Liabilities$20,744$34,500▲ $13,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,083$25,049▲ $2,966
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$22,083$25,049▲ $2,966
Total Liabilities and Net Assets / Fund Balance$42,827$59,549▲ $16,722
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Craig DuerrChair
David ByerleyDirector
Margaret SophieDirector
Mark EspositoDirector
Michael MooreDirector
Randy Bosse'Director
Edward DreyerSecretary
Daniel HawleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,551
Program Service Revenue
$0
Investment Income
$865
Other Revenue
$78,437
All Other Contributions
$0
Change in Net Assets
$2,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,000
Other Expenses$2,887
Total Fundraising Expense$2,357
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,000--$148,000
Occupancy$0$0$2,175$2,175
Office Expenses$0$400$182$582
All Other Expenses-$130-$130
Total Functional Expenses$148,000$530$2,357$150,887
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apex Sunrise Rotary FoundationApex, NC501(c)(3)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 IncCary, NC501(c)(3)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 TriangleCary, NC501(c)(3)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 FoundationCary, NC501(c)(3)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
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$216,036
Fundraising Direct Expenses$137,599
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Triangle Oktoberfest$290,587$216,036$47,093$168,943
Total Events$290,587$216,036$137,599$78,437
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds provided by ASRF and MSRF$20,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The Foundation only has 2 board meetings annually and does not keep minutes. There is an agenda provided to each board member prior to the board meetings.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that can act on behalf of the Organization.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to all Board members prior to the 990 being filed with the IRS. The Board members are asked to comment or ask questions during a comment period.”

Form 990, Part VI, Section C, Line 19

“No documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Triangle Oktoberfest Rotary Foundation
EIN
81-2674524
Phone
9192745165
Address
PO Box 681, Cary, NC 27512

Signing Officer

Name
Daniel Hawley
Title
Treasurer
Phone
9192745165
Signed
2025-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Hawley
Formed
2016
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
300

Preparer

Firm
FCP Financial Services LLC
Address
715 Grace Hodge Dr, Cary, NC 27519
Preparer
Daniel Hawley
Phone
9192745165
Raw XML AppendixShowing 400 of 545 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0744
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014500
IRS990/AccountsReceivableGrp/BOYAmt01144
IRS990/AccountsReceivableGrp/EOYAmt05638
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AllOtherContributionsAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0130
IRS990/AllOtherExpensesGrp/TotalAmt0130
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Daniel Hawley
IRS990/BooksInCareOfDetail/PhoneNum09192745165
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 681
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cary
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027512
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt06867
IRS990/CashNonInterestBearingGrp/EOYAmt020010
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt074551
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt074551
IRS990/CYGrantsAndSimilarPaidAmt0148000
IRS990/CYInvestmentIncomeAmt0865
IRS990/CYOtherExpensesAmt02887
IRS990/CYOtherRevenueAmt078437
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02966
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0150887
IRS990/CYTotalFundraisingExpenseAmt02357
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0153853
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Foundation raised funds through its signature event, the Triangle Oktoberfest, and provided grants to 501(c)(3) organizations in the Triangle area.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0148000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Craig Duerr
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward Dreyer
IRS990/Form990PartVIISectionAGrp/PersonNm2Daniel Hawley
IRS990/Form990PartVIISectionAGrp/PersonNm3Randy Bosse'
IRS990/Form990PartVIISectionAGrp/PersonNm4David Byerley
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Esposito
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Moore
IRS990/Form990PartVIISectionAGrp/PersonNm7Margaret Sophie
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt074551
IRS990/FundraisingDirectExpensesAmt0137599
IRS990/FundraisingGrossIncomeAmt0216036
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt0148000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0148000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0148000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0291452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04816
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03901
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0865
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0865
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022083
IRS990/NetAssetsOrFundBalancesEOYAmt025049
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt078437
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt078437
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022083
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025049
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02175
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt02175
IRS990/OfficeExpensesGrp/FundraisingAmt0182
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0400
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0582
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt020000
IRS990/OtherLiabilitiesGrp/EOYAmt020000
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Daniel Hawley
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070102
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0142000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02948
IRS990/PYOtherRevenueAmt087490
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt012644
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0144948
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0157592
IRS990/ReconcilationRevenueExpnssAmt02966
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244867
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0864
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0864
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95005
IRS990ScheduleA/PublicSupportPY170Pct00.96185
IRS990ScheduleA/PublicSupportTotal170Amt0233456
IRS990ScheduleA/SubstantialContributorsTotAmt011411
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244867
IRS990ScheduleA/TotalSupportAmt0245731
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Funds provided by ASRF and MSRF
IRS990ScheduleD/TotalLiabilityAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt074551
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt074551
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0137599
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt024792
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt024792
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Triangle Oktoberfest
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt049611
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt049611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0290587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0290587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0216036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0216036
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt078437
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt047093
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016103
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016103
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt048000
IRS990ScheduleI/RecipientTable/CashGrantAmt148000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt38500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0The 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.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1The 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.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2The 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.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3The 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.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Apex Sunrise Rotary Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Cary MacGregor Rotary Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2The Miracle League of the Triangle
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3District 7710 Charitable Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0800851824
IRS990ScheduleI/RecipientTable/RecipientEIN1800034324
IRS990ScheduleI/RecipientTable/RecipientEIN2202696836
IRS990ScheduleI/RecipientTable/RecipientEIN3562168023
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 1906
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 452
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 4193
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 18847
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Apex
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Cary
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Cary
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Cary
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127512
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd227519
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327512
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Monetary
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Monetary
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2Monetary
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3Monetary
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Triangle Oktoberfest Rotary Foundation Board annually receives, reviews and approves a tax exempt organization as the named charity. The Board assures the organization is a 501(c)(3) and is a local charity.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation only has 2 board meetings annually and does not keep minutes. There is an agenda provided to each board member prior to the board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees that can act on behalf of the Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The form 990 is provided to all Board members prior to the 990 being filed with the IRS. The Board members are asked to comment or ask questions during a comment period.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents are made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b

Document Assets

No mirrored PDF or thumbnail assets are attached yet.