Public Charity

THE SHAREHOLDER COMMONS

THE SHAREHOLDER COMMONS is a Public Charity headquartered in NORTHAMPTON, MA. Financial data from the 2025 filing: $573K revenue, $948K expenses, $1.5M total assets. 8 publicly reported grants to this organization, totaling roughly $464K, appear in IRS filings.

EIN: 843285119 NORTHAMPTON, MA Alliances & Advocacy NTEE: W01 Latest filing: 2025
Total Revenue$573K
Total Expenses$948K
Total Assets$1.5M
Grant Records8
Funding Total$464K
Filing Years2021–2025

Mission

THE SHAREHOLDER COMMONS (TSC) WORKS TO ADDRESS SOCIAL AND ENVIRONMENTAL ISSUES SPECIFICALLY FROM THE PERSPECTIVE OF SHAREHOLDERS WHO HAVE BROADLY DIVERSIFIED THEIR INVESTMENTS THROUGHOUT DIFFERENT INDUSTRIES AND GEOGRAPHIC MARKETS TO OPTIMIZE THEIR PORTFOLIOS' RISK AND RETURN. THE ORGANIZATION SEEKS TO ADDRESS INVESTORS' INTERESTS IN OPTIMIZING THEIR PORTFOLIOS' LONG-TERM VALUE. THE ORGANIZATION DO SO THROUGH TARGETED FIELD BUILDING INITIATIVES TO ACCELERATE ADOPTION OF SYSTEM-LEVEL INVESTING.

Where $100 goes at The Shareholder Commons

How The Shareholder Commons divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$77 Programs the work itself
$12 Management running the organization
$11 Fundraising raising the next dollar

Inside the $77 for programs

$77
The Shareholder Commons (tsc) works to address social and environmental issues specifically from the perspective of shareholders who have broadly diversified their investments throughout different industries and geographic…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

ROCKEFELLER PHILANTHROPY ADVISORS INC
2024
CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY, PUBLIC & SOCIETAL BENEFIT
$125,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
2024
For grant recipient's exempt purposes
$10,000
DONOR ADVISED CHARITABLE GIVING INC
2024
PUBLIC, SOCIETAL BENEFIT
$7,380
NEW VENTURE FUND
2023
CAPACITY BUILDING
$100,000
GLOBAL IMPACT INVESTING NETWORK INC
2023
NCP IDEA GRANT CHALLENGE
$50,000

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

DIRECTOR Anthea Kelsick
DIRECTOR Ariane Chan
CHIEF EXEC O Frederick H Alexander
DIRECTOR John Hoeppner
DIRECTOR Jon Lukomnik
CSO Sara Murphy

Officer compensation and complete director data available with membership.

Top Grant Purposes

Training & Professional Development
$206,800 2 grants
General Support
$131,760 5 grants
Civil Rights & Social Justice
$125,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $573K $948K $1.5M
2024 $1.4M $744K $1.9M
2023 $1.1M $774K $1.3M
2022 $1.5M $661K $954K
2021 $491K $350K $171K

Between 2021 and 2025, reported annual revenue grew from $491K to $573K (+17%), with total assets most recently reported at $1.5M.

Interactive year-over-year charts and full filing details available with membership.

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