Every Trust, Everywhere,* All at Once
An early stab at collecting and sharing case study materials about purpose trusts (*in the US)
In brief: For the last few weeks my colleague Jenny and I have been collecting stories about the purpose trusts in our database of perpetual purpose trusts, employee ownership trusts, and stewardship trusts in the US. Below is everything we’ve found so far.
Why it matters: In our conversations with purpose trust owners, advocates, and practitioners, Jenny and I have heard over and over again how important case studies of successful trust will be. This is one step in that direction.
A request: Do you know of other articles about these companies and organizations that should be listed here? Please drop them in the comments or send them our way!
Every Purpose Trust, Everywhere (in the US), All at Once
Articles about Employee-Focused Trusts
Montecito Estate Management
Resource Development Associates
Optimax Systems
Business Leadership in the Age of Aquarius | by Culturati Team
Job Quality and Employee Ownership: An Interview with Rick Plympton (CEO, Optimax)
Arbor Assays
CodeWeavers
Bioworks
Caboose
ShopBot Tools
Open books and employee ownership - with Ted Hall on Apple Podcasts
ShopBot Tools transitions to employee-ownership trust | Woodworking Network
Bicycle Technologies International
Clegg Auto
Firebrand Artisan Breads
The Next Economy MBA (p56)
An Interview with Matt Kreutz of Firebrand Artisan Breads — Alternative Ownership Advisors
Perpetual Trusts for Sharing vs. Shielding Wealth — Alternative Ownership Advisors
Grand Central Bakery
Grand Central Bakery to Become a “Perpetual Purpose Trust” to Preserve Its Values
Grand Central Bakery delays plans for independent trust ownership amid unstable economy
The Trust for Workers
Wimberly Allison Tong and Goo (WATG)
Metis Construction
Equity Atlas
Reshaping the Post-Pandemic Workplace: Employee Owned Businesses, Part 5 with EOT Employee Panel
Perpetual Trusts for Sharing vs. Shielding Wealth — Alternative Ownership Advisors
Sandias Executive Search
Craftsman Technology Group
Paras and Associates
Articles about Purpose-Focused Trusts
Natural Investments
Hummingbird Wholesale
Why we invested in Hummingbird Wholesale <- Mission Driven Finance
Embedding Climate Action Into The Culture At Hummingbird Wholesale
Zingerman's
Sharing the Next Big Step in Zingerman's History—A Perpetual Purpose Trust
Bonus Episode: Not Sold on ESOPs? There’s a New Alternative - 21 Hats
BioHabitats
Berrett-Koehler
Patagonia
Patagonia, Purpose Trusts, and Stewardship Trusts— Business with a Purpose
A sustainability case study of Patagonia – more than just fuzzy fleeces and backpacks
Patagonia Case Study [3 of 4] – Strategy (Rebroadcast) — LIFT Economy
Hobby Lobby
Organically Grown
Perpetual Trusts for Sharing vs. Shielding Wealth — Alternative Ownership Advisors
Legal Issues in Social Entrepreneurship and Impact Investing
California Harvesters
Local Ocean Seafoods
Articles about Place-Focused Trusts
East Boston Neighborhood Trust
Fresno Mixed-Income Neighborhood Trust
Kendall-Whittier Neighborhood Trust
Lykins Neighborhood Trust
Kensington Corridor Trust