Nonprofit · EIN 81-2674524
TRIANGLE OKTOBERFEST ROTARY FOUNDATION
Tax-exempt (reinstated) · CARY, NC 27512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $153,853 | $150,887 | $2,966 | $59,549 | $34,500 | $25,049 |
| December 31, 2023 | 990 | $157,592 | $144,948 | $12,644 | $42,827 | $20,744 | $22,083 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $74,551
- Program service revenue
- $0
- Investment income
- $865
- Net income from fundraising events
- $78,437
- Other revenue
- $78,437
Expenses
- Grants and similar amounts paid
- $148,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $2,175
- Program services (functional)
- $148,000
- Management and general (functional)
- $530
- Fundraising (functional)
- $2,357
Balance sheet and other
- Total assets, start of year
- $42,827
- Total assets, end of year
- $59,549
- Total liabilities, end of year
- $34,500
- Net assets, end of year
- $25,049
- Net assets without donor restrictions
- $25,049
- Gross receipts
- $291,452
- Employees
- 0
- Volunteers
- 300
- Year formed
- 2016
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Duerr | Chair Trustee or director, Officer | 4 | $0 |
| Edward Dreyer | Secretary Trustee or director, Officer | 2 | $0 |
| Daniel Hawley | Treasurer Trustee or director, Officer | 2 | $0 |
| Randy Bosse' | Director Trustee or director | 2 | $0 |
| David Byerley | Director Trustee or director | 2 | $0 |
| Mark Esposito | Director Trustee or director | 2 | $0 |
| Michael Moore | Director Trustee or director | 2 | $0 |
| Margaret Sophie | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Duerr | Chair Trustee or director, Officer | 4 | $0 |
| Edward Dreyer | Secretary Trustee or director, Officer | 2 | $0 |
| David Byerley | Treasurer Trustee or director, Officer | 2 | $0 |
| Randy Bosse' | Director Trustee or director | 2 | $0 |
| Daniel Hawley | Director Trustee or director | 2 | $0 |
| Mark Esposito | Director Trustee or director | 2 | $0 |
| Michael Moore | Director Trustee or director | 2 | $0 |
| Margaret Sophie | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 681, CARY, NC 27512-0681
- Principal officer (990 for 2024)
- Daniel Hawley, PO Box 681, Cary, NC 27512
- Signed the 990
- Daniel Hawley, Treasurer
- Phone
- (919) 274-5165
- Website
- triangleoktoberfest.org
- Return prepared by
- FCP Financial Services LLC
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2674524
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $59,549
- Income (IRS master file)
- $291,452
Revocation and reinstatement
- Exemption revoked
- May 15, 2019
- Posted by the IRS
- February 10, 2020
- Reinstated
- Effective May 15, 2019
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $153,853 | $150,887 | $59,549 | XML |
| 990 | December 2023 | $157,592 | $144,948 | $42,827 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-2674524).
Questions about TRIANGLE OKTOBERFEST ROTARY FOUNDATION
- What is the EIN of TRIANGLE OKTOBERFEST ROTARY FOUNDATION?
- The employer identification number (EIN) of TRIANGLE OKTOBERFEST ROTARY FOUNDATION is 81-2674524.
- Is TRIANGLE OKTOBERFEST ROTARY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2019 and reinstated it effective May 15, 2019.
- Are donations to TRIANGLE OKTOBERFEST ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRIANGLE OKTOBERFEST ROTARY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRIANGLE OKTOBERFEST ROTARY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRIANGLE OKTOBERFEST ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRIANGLE OKTOBERFEST ROTARY FOUNDATION?
- The 990 for the year ended December 31, 2024 names Daniel Hawley.
- Who are the officers and directors of TRIANGLE OKTOBERFEST ROTARY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does TRIANGLE OKTOBERFEST ROTARY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $153,853, expenses of $150,887 and total assets of $59,549 at year end.
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All nonprofits in CARY · North Carolina · Philanthropy, voluntarism and grantmaking foundations