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Financial Information

As a nonprofit lender and steward of both investment and philanthropic capital, we are committed to the highest levels of fiscal transparency.

Quarterly Performance Reports

We publish quarterly updates on the performance of our lending activities, fundraising efforts, and the economic, social, and environmental impact of our clients.

2022 - Q1 | Q2 | Q3 | Q4
2021 - Q1 | Q2 | Q3 | Q4
2020 - Q1 | Q2 | Q3 | Q4
2019 - Q1 | Q2 | Q3 | Q4
2018 - Q1 | Q2 | Q3 | Q4
2017 - Q1 | Q2 | Q3 | Q4
2016 - Q1 | Q2 | Q3 | Q4
2015 - Q1 | Q2 | Q3 | Q4

Annual Report


In 2020, our world faced challenges that none of us could have predicted. In the face of uncertainty, Root Capital, our supporters, and our client agricultural enterprises around the world took action. Together, we were able to keep rural communities safe by protecting lives and preserving livelihoods.

2020 Annual Report - A Time to Act

 

2020 Financials

Sources of Funding includes contribution and grant revenue; How We Use Funding includes program and support-related operating expenses; Revenue also includes lending program earned interest and fee revenue; Expenses also includes lending program interest and provisioning expenses. See our audited financial statements below for detailed financial information.

Audited Financial Statements

2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013

Federal Form 990

2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013

Tax Documents

IRS 501(c)(3) determination letter
MA state tax exemption letter