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

Root Capital Q3 2020 Performance ReportWe publish quarterly updates on the performance of our lending activities, fundraising efforts, and the economic, social, and environmental impact of our clients.

2020 - Q1 | Q2 | Q3
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


2019 Annual Report The 2019 annual report focuses on the different pathways to resilience for the agricultural enterprises we work with and their communities. We envision a better future. A future where a thriving agricultural sector—fueled by tens of thousands of well supported local enterprises—enables rural communities around the world to become more prosperous, inclusive, and resilient. 

2019 Annual Report - From Growth to Resilience

2019 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


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

Federal Form 990


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

Tax Documents