Data

The Stakehold began as a newsletter for the Research Cluster on Employee Ownership and Workplace Democracy (EO+WD), originally housed at Southern Methodist University.

Employee Ownership Trusts (EOTs) and Perpetual Purpose Trusts (PPTs)

In 2022, EO+WD worked with a team to put together the first database of purpose trusts in the US. We wanted that work to be perpetually public, so we published it on the Harvard Dataverse. Our partners in that work were:

• Anne-Claire Broughton from Broughton Consulting

• Joseph Blasi from the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers

• Zoe Schlag and Derek Razo from Common Trust

ImpactAlpha wrote a story including that database, and you can access that data here. If you have additions or edits, please reach out!

Purpose Trust Service Providers

In 2023, EO+WD cofounded the Purpose Trust Ownership Network to publish a database of service providers to purpose trusts: lawyers, investors, CPAs, consultants, etc. Our partners in that work were:

• Natalie Reitman-White from Purpose Owned

• Courtney Kemp and Stacey Smith from Project Equity

ImpactAlpha wrote another article including that database, and you can access that data here. If you have additions or edits, please reach out!