2025-11-13T07:37:35-07:00 2024-12-31 862182057 FCP Financial Services LLC 715 Grace Hodge Dr Cary NC 27519 990 2024-01-01 812674524 TRIANGLE OKTOBERFEST ROTARY FOUNDATION TRIA 9192745165 PO Box 681 Cary NC 27512 Daniel Hawley Treasurer 9192745165 2025-11-09 1 1 Daniel Hawley P02462762 9192745165 2025-11-09 X 2024 2025-03-06 01:10:19Z Daniel Hawley PO Box 681 Cary NC 27512 291452 0 X triangleoktoberfest.org X 2016 NC 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. 8 8 0 300 0 0 70102 74551 0 0 0 865 87490 78437 157592 153853 142000 148000 0 0 0 0 0 0 2357 2948 2887 144948 150887 12644 2966 42827 59549 20744 34500 22083 25049 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. 0 0 148000 148000 0 The Foundation raised funds through its signature event, the Triangle Oktoberfest, and provided grants to 501(c)(3) organizations in the Triangle area. 0 0 0 148000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 X Daniel Hawley 9192745165 PO Box 681 Cary NC 27512 Craig Duerr Chair 4 0 X X 0 0 0 Edward Dreyer Secretary 2 0 X X 0 0 0 Daniel Hawley Treasurer 2 0 X X 0 0 0 Randy Bosse' Director 2 0 X 0 0 0 David Byerley Director 2 0 X 0 0 0 Mark Esposito Director 2 0 X 0 0 0 Michael Moore Director 2 0 X 0 0 0 Margaret Sophie Director 2 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 74551 0 0 0 0 74551 0 865 0 0 865 0 0 0 0 0 0 0 0 0 0 0 0 216036 74551 137599 78437 0 78437 0 153853 0 0 79302 148000 148000 582 0 400 182 2175 0 0 2175 0 0 130 130 150887 148000 530 2357 6867 20010 30000 30000 1144 5638 4816 3901 42827 59549 744 14500 20000 20000 20744 34500 X 22083 25049 0 0 22083 25049 42827 59549 2966 0 0 0 0 0 X 0 0 0 X 9500 35750 54100 70102 75415 244867 0 0 0 0 0 0 0 0 0 0 9500 35750 54100 70102 75415 244867 11411 233456 0 0 0 0 864 864 0 0 0 0 0 0 0 0 0 0 245731 0 0.95005 0.96185 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Funds provided by ASRF and MSRF 20000 20000 Triangle Oktoberfest 290587 74551 216036 0 0 16103 49611 24792 47093 0 0 290587 74551 216036 0 0 16103 49611 24792 47093 137599 78437 1 Apex Sunrise Rotary Foundation PO Box 1906 Apex NC 27502 800851824 501(c)(3) 48000 0 Monetary N/A 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. Cary MacGregor Rotary Foundation Inc PO Box 452 Cary NC 27512 800034324 501(c)(3) 48000 0 Monetary N/A 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. The Miracle League of the Triangle PO Box 4193 Cary NC 27519 202696836 501(c)(3) 30000 0 Monetary 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. District 7710 Charitable Foundation PO Box 18847 Cary NC 27512 562168023 501(c)(3) 8500 0 Monetary N/A 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. 4 0 Schedule I, Part I, Line 2 The 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. 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. Apex Sunrise Rotary Foundation PO Box 1906 Apex NC 27502 800851824 Provide Grants to tax exempt organizations NC 501(c)(3) 10 N/A 0 Cary MacGregor Rotary Foundation PO Box 452 Cary NC 27512 800034324 Provides Grants to tax exempt organization NC 501(c)(3) 10 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Apex Sunrise Rotary Foundation b 48000 Monetary Cary MacGregor Rotary Foundation b 48000 Monetary Apex Sunrise Rotary Foundation e 10000 Monetary Cary MacGregor Rotary Foundation e 10000 Monetary