Data
Employee Ownership Trusts and Perpetual Purpose Trusts
In 2022, we 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 are:
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 email us!
Purpose Trust Service Providers
In 2023, we gathered a Purpose Trust Working Group to publish a database of service providers to purpose trusts—lawyers, investors, CPAs, consultants, etc. Our partners in that work are:
Natalie Reitman-White from Purpose Owned
Courtney Kemp and Stacey Smith from Project Equity
ImpactAlpha wrote an article including that database, and you can access that data here. If you have additions or edits, please email us!