2025-11-14T16:25:10-05:00 2024-12-31 463169148 DAVISKELLY LLP 42 MILL ROAD WILMINGTON MA 01887 990 2024-01-01 852051176 POTLIKKER CAPITAL POTL 8003195660 PO BOX 778 ITHACA NY 14851 MARK WATSON PRESIDENT/ CIO 8003195660 2025-11-14 true false RANDALL S DAVIS P10427372 9787648966 2025-11-14 2024 2025-03-06 01:10:19Z MARK WATSON 1041 N DUPONT HWY 1725 DOVER DE 19901 1805017 false X WWW.POTLIKKERCAPITAL.COM X 2020 CA POTLIKKER CAPITAL IS A CHARITABLE LOAN FUND THAT SUPPORTS SOCIALLY AND ECONOMICALLY DISADVANTAGED AGRICULTURAL PRODUCERS AND PROCESSORS NATIONWIDE. WE APPLY AN INTEGRATED CAPITAL MODEL, COMBINING FLEXIBLE LOANS, CATALYTIC GRANTS, TECHNICAL ASSISTANCE, AND OTHER TAILORED RESOURCES, TO HELP STRENGTHEN LOCAL FOOD SYSTEMS AND FOSTER LASTING CHANGE. OUR MODEL IS ROOTED IN TRUST, RELATIONSHIP, AND COMMUNITY STEWARDSHIP. 8 6 13 0 2417205 1649134 38196 130321 43725 25562 0 2499126 1805017 148500 284416 0 856385 1263350 0 255386 1006437 1615897 2011322 3163663 487804 -1358646 7387917 15098113 5432043 14809003 1955874 289110 X POTLIKKER CAPITAL IS A CHARITABLE LOAN FUND THAT SUPPORTS SOCIALLY AND ECONOMICALLY DISADVANTAGED AGRICULTURAL PRODUCERS AND PROCESSORS NATIONWIDE. WE APPLY AN INTEGRATED CAPITAL MODEL, COMBINING FLEXIBLE LOANS, CATALYTIC GRANTS, TECHNICAL ASSISTANCE, AND OTHER TAILORED RESOURCES, TO HELP STRENGTHEN LOCAL FOOD SYSTEMS AND FOSTER LASTING CHANGE. OUR MODEL IS ROOTED IN TRUST, RELATIONSHIP, AND COMMUNITY STEWARDSHIP. false false 1775045 284416 54801 POTLIKKER ADVANCES REGENERATIVE FARMING PRACTICES THROUGH FOUR INTERCONNECTED GOALS: 1) CAPITAL THAT ENABLE ECOLOGICAL STEWARDSHIP 2) CAPACITY THAT SUPPORTS GOVERNANCE AND GROWTH 3) CONNECTIONS THAT BUILD COLLECTIVE RESILIENCE AND 4) CAPITAL MODELS THAT REFLECT VALUES OVER EXTRACTION. POTLIKKER PROVIDES PATIENT, FLEXIBLE FINANCING THAT ALLOWS PRODUCERS TO ADOPT AND SUSTAIN REGENERATIVE PRACTICES. FROM INCEPTION THROUGH 2024 PARTNERED WITH 58 PRODUCERS ACROSS 24 STATES, INVESTING IN THEIR LEADERSHIP AND ADVANCING SYSTEMS TO INCREASE THEIR ENDURANCE, RESPONSIVENESS, AND STABILITY. ALONG WITH MULTI-DISCIPLINED TECHNICAL ASSISTANCE, POTLIKKER DEPLOYED 4.47 MILLION IN LOANS AND 532K IN GRANTS. 1775045 true true false false false false false false false false false false true false false false false false false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 55 0 13 true false false false false false false false false false false false false false false X 8 6 false false false false false false false true true false false true true true true true true true true false CA X WINONA DAVIS 8003195660 1041 N DUPONT HWY 1725 DOVER DE 19901 MARK WATSON PRESIDENT/ C 40.00 X X 200905 0 5022 LOLITA DUNN DIR INVEST R 40.00 X 139171 0 24939 JUAN ESCARENO FIELD DIRECT 40.00 X 128974 0 26145 LISA CLOTTER MANAGING DIR 40.00 X 74288 0 12840 ERIKA WILLIAMS DIRECTOR 15.00 X 53170 0 0 AARON JAY FOSSETT TREASURER 1.00 X X 0 0 0 COLLIE GRADDICK BOARD CHAIR 1.00 X X 0 0 0 KONDA MASON DIRECTOR 1.00 X 0 0 0 VANESSA ROANHORSE DIRECTOR 1.00 X 0 0 0 JENNIFER TAYLOR DIRECTOR 1.00 X 0 0 0 596508 68946 3 false true false 14800 1634334 1649134 PROGRAMMATIC INVESTMENT 523000 75520 75520 SERVICE REVENUE 541900 54801 54801 130321 25562 25562 1805017 130321 25562 X 276496 276496 7920 7920 298439 137353 108258 52828 764811 520751 106960 137100 118661 82435 9634 26592 81439 51122 15551 14766 31400 31400 120327 120327 504214 311946 186668 5600 50732 50732 76618 345 69969 6304 36613 634 35979 36678 36678 374868 87015 276678 11175 27605 5100 22505 89472 89113 359 47200 47200 CREDIT LOSS 154073 154073 MISCELLANEOUS 63162 63162 BANK FEES 2935 10 1904 1021 3163663 1775045 1133232 255386 2994617 9547723 2036876 1023042 1033206 1337150 3504 4500 4500 1315214 3185698 7387917 15098113 44543 333766 700000 5387500 13775237 5432043 14809003 X 1955874 -1061801 1350911 1955874 289110 7387917 15098113 -1358646 -308118 X false false false X X X 2 JUBILEE JUSTICE INC 843932961 7 false 43500 0 RSF SOCIAL FINANCE 136082763 7 false 0 0 2 43500 0 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED LOANS 3185698 3185698 true LOVE CATTLE CO LLC 11414 HOLSTEIN ROAD LITHIA FL 33547 934964087 24000 TRAILER PURCHASE ZAFA WINES LLC 1227 E SHORE ROAD ISLE LA MOTTE VT 05463 825006511 10000 MOVING OPERATIONS THOMPSON FARM 14000 75 STREET BRISTIOL WI 53104 442987957 20000 SUSTAINABLE GROWING TRIPLE J FARM 1985 LLC 236 STAGG STREET GROUND FL BROOKLYN NY 11206 851531879 25000 INFRASTRUCTURE GENERATION TREE SERVICES 76 LINCOLN STREET NORTON MA 02766 993097834 31136 OPERATING SUPPORT PJ4 SERVICES LLC 480 NORTHWOOD FOREST RD WEST POINT MS 39773 883733868 7920 GENERATIVE FARMING TRIPLE EATON FARM 1171 ROBERTS RD MT OLIVE MS 39119 921406268 7920 GENERATIVE FARMING NORRIS FAMILY PASTURE FARM LLC 2096 NEW LIGHT ROAD STURGIS MS 39769 921979827 7920 GENERATIVE FARMING PL 88 FARM 5641 US-84 PRENTISS MS 39474 461256307 7920 GENERATIVE FARMING YOU FIRST FARM 2509 MT OLIVE RD STARKSVILLE MS 39759 861375056 7920 GENERATIVE FARMING 5 CANNON FARM 1190 SHELL OIL RD BRANDON MS 39042 813605110 7920 GENERATIVE FARMING CJONES FARMS LLC 2170 MACLAND ROAD MARIETTA GA 30064 587922128 7920 GENERATIVE FARMING JUBILEE JUTICE PO BOX 780 ALEXANDRIA LA 71309 843932961 501C3 43500 GRANT MAKING SOMALI BANTU COMMUNITY ASSOCATION 219 LISBON STREET LEWISTON ME 04240 276041210 25000 CARGO VAN CORBIN HILL ROAD FARM 77 W 85TH ST NEW YORK NY 10024 264296147 25000 PLANT STEMS ROY MOSLEY FARMS LLC 412 TROY POLK RD PORTAL GA 30450 256530429 7000 DISASTER RELIEF SHUMPERT FARMS LLC 1121 ICE SHUMPERT TERRY RD TUPELO MS 38801 922161974 7920 GENERATIVE FARMING 1 16 GENERATIVE FARMING 1 7920 false false false false false false false false false MARK WATSON PRESIDENT/ CIO 200905 5022 205927 LOLITA DUNN DIR INVEST RELATIONS 139171 3593 21346 164110 JUAN ESCARENO FIELD DIRECTOR 128974 3224 22921 155119 FORM 990 - ORGANIZATION'S MISSION POTLIKKER CAPITAL IS A CHARITABLE LOAN FUND THAT SUPPORTS SOCIALLY AND ECONOMICALLY DISADVANTAGED AGRICULTURAL PRODUCERS AND PROCESSORS NATIONWIDE. WE APPLY AN INTEGRATED CAPITAL MODEL, COMBINING FLEXIBLE LOANS, CATALYTIC GRANTS, TECHNICAL ASSISTANCE, AND OTHER TAILORED RESOURCES, TO HELP STRENGTHEN LOCAL FOOD SYSTEMS AND FOSTER LASTING CHANGE. OUR MODEL IS ROOTED IN TRUST, RELATIONSHIP, AND COMMUNITY STEWARDSHIP. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C POTLIKKER CAPITAL MONITORS THE CONFLICT OF INTEREST POLICY BY ANNUALLY REVIEWING ALL WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENTS. FORM 990, PAGE 6, PART VI, LINE 15A FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ALL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. NO REQUESTS WERE MADE DURING THE YEAR. FORM 990, PART IX, LINE 11G CONTRACTORS 243,637 110,441 5,600 INTERNS 33,469 0 0 MARKETING CONSULTING 34,840 14,560 0 IT SERVICES 0 12,999 0 HUMAN RESOURCES 0 2,331 0 CONSULTING 0 35,792 0 PAYROLL PROCESSING 0 10,545 0 TOTAL 311,946 186,668 5,600 JUBILEE JUSTICE PO BOX 1142 SAN LEANDRO CA 94577 843932961 JUSTICE CA 501C3 7 N/A false COMMON FUTURE 2323 BROADWAY OAKLAND CA 94612 201544255 FUNDING CA 501C3 7 N/A false RSF SOCIAL FINANCE PO BOX 2007 SAN FRANCISCO CA 94126 136082763 GRANTS CA 501C3 7 N/A false false false false false false false false false false false false false false false false false false false false