Purpose Trust Service Providers in the United States (doi:10.7910/DVN/RIO0PG)

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Part 1: Document Description
Part 2: Study Description
Part 3: Data Files Description
Part 4: Variable Description
Part 5: Other Study-Related Materials
Entire Codebook

Document Description

Citation

Title:

Purpose Trust Service Providers in the United States

Identification Number:

doi:10.7910/DVN/RIO0PG

Distributor:

Harvard Dataverse

Date of Distribution:

2023-12-13

Version:

3

Bibliographic Citation:

Hand, Mark Clayton; Jenny Everett; Courtney Kemp; Stacey Smith; Natalie Reitman-White, 2023, "Purpose Trust Service Providers in the United States", https://doi.org/10.7910/DVN/RIO0PG, Harvard Dataverse, V3, UNF:6:QLiSc9FFR8M2AMaTR0Ehrw== [fileUNF]

Study Description

Citation

Title:

Purpose Trust Service Providers in the United States

Identification Number:

doi:10.7910/DVN/RIO0PG

Authoring Entity:

Hand, Mark Clayton (University of Texas at Arlington)

Jenny Everett (Everett Interests)

Courtney Kemp (Project Equity)

Stacey Smith (Project Equity)

Natalie Reitman-White (Purpose Owned)

Distributor:

Harvard Dataverse

Access Authority:

Hand, Mark Clayton

Depositor:

Hand, Mark Clayton

Date of Deposit:

2023-12-11

Holdings Information:

https://doi.org/10.7910/DVN/RIO0PG

Study Scope

Keywords:

Business and Management, employee ownership, perpetual purpose trust, steward ownership, corporate governance

Abstract:

This is a working database of service providers to purpose trusts in the United States, and a companion to our original database of purpose trusts themselves. If you know of more, please email us at mark.c.hand@gmail.com! This initial dataset is published in partnership with Everett Interests, Purpose Owned, and Project Equity. It is maintained by the Research Cluster on Employee Ownership and Workplace Democracy (www.eowd.org), with initial funding from Schmidt Futures, the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University, and Southern Methodist University's Dedman College Interdisciplinary Institute. N.B.: Inclusion in this database is based on publicly available, self-reported data; and does not imply endorsement.

Methodology and Processing

Sources Statement

Data Access

Other Study Description Materials

File Description--f7666427

File: Purpose Trust Service Providers - 2023 December.tab

  • Number of cases: 44

  • No. of variables per record: 11

  • Type of File: text/tab-separated-values

Notes:

UNF:6:SUmXXGS1sr+kmp7FI4YNuQ==

An initial database of service providers to purpose trusts in the United States. Inclusion ≠ endorsement.

File Description--f7676953

File: Purpose Trust Service Providers - 2024 Jan.tab

  • Number of cases: 44

  • No. of variables per record: 10

  • Type of File: text/tab-separated-values

Notes:

UNF:6:HjX8WD6jr/Gi74HSJqKTpA==

An initial database of service providers to purpose trusts in the United States. Inclusion ≠ endorsement.

File Description--f8131149

File: Purpose Trust Service Providers - 2024 January.tab

  • Number of cases: 49

  • No. of variables per record: 11

  • Type of File: text/tab-separated-values

Notes:

UNF:6:sOory7gI2DuTqBZKPFaCUA==

Added new service providers that contacted us since December release, and clients to lists for multiple service providers.

File Description--f10905616

File: Service Providers - 2025 February.tab

  • Number of cases: 51

  • No. of variables per record: 11

  • Type of File: text/tab-separated-values

Notes:

UNF:6:95qRtpitIjcRkAKjUkRyxg==

Added Impact Exit Partners, removed another entry, and made other small edits.

Variable Description

List of Variables:

Variables

Organization Name

f7666427 Location:

Variable Format: character

Notes: UNF:6:4mn2CfGAoc3SN08kBC+ClQ==

Services

f7666427 Location:

Variable Format: character

Notes: UNF:6:mL29LQZezeeFtmv8OFO+uA==

Legal specializations

f7666427 Location:

Variable Format: character

Notes: UNF:6:573vqTzTkIAQl95zL9ldOA==

Website

f7666427 Location:

Variable Format: character

Notes: UNF:6:W4peI4ziquHJ5wMvNUKUzg==

Organization Self-Description

f7666427 Location:

Variable Format: character

Notes: UNF:6:+DN4ZtqgyH0A9AonqK5yNg==

Contact Name

f7666427 Location:

Variable Format: character

Notes: UNF:6:zlFhieI/QbREYwIg5+1gnw==

Phone

f7666427 Location:

Variable Format: character

Notes: UNF:6:9Fi3EqbpNmcpRE2IX9vm1A==

Email

f7666427 Location:

Variable Format: character

Notes: UNF:6:hryUPJ85qpK94OQtSLutYA==

Clients

f7666427 Location:

Variable Format: character

Notes: UNF:6:YJ40hxHt+970JXLQG9SEQg==

City

f7666427 Location:

Variable Format: character

Notes: UNF:6:YFtOlcJL0SSQCoDcoL08Hg==

State

f7666427 Location:

Variable Format: character

Notes: UNF:6:CoNcXVz1K6zeI2dGFoxioQ==

Organization Name

f7676953 Location:

Variable Format: character

Notes: UNF:6:5bHXA2cW+LXdwe3pbVWm9g==

Services

f7676953 Location:

Variable Format: character

Notes: UNF:6:uCfZAfvnmkJTPO6XaI0C+w==

Legal specializations

f7676953 Location:

Variable Format: character

Notes: UNF:6:uVok1Mvd7xVVMIOb6Hcv0g==

Website

f7676953 Location:

Variable Format: character

Notes: UNF:6:W4peI4ziquHJ5wMvNUKUzg==

Contact Name

f7676953 Location:

Variable Format: character

Notes: UNF:6:zlFhieI/QbREYwIg5+1gnw==

Phone

f7676953 Location:

Variable Format: character

Notes: UNF:6:9Fi3EqbpNmcpRE2IX9vm1A==

Email

f7676953 Location:

Variable Format: character

Notes: UNF:6:hryUPJ85qpK94OQtSLutYA==

Clients

f7676953 Location:

Variable Format: character

Notes: UNF:6:YJ40hxHt+970JXLQG9SEQg==

City

f7676953 Location:

Variable Format: character

Notes: UNF:6:YFtOlcJL0SSQCoDcoL08Hg==

State

f7676953 Location:

Variable Format: character

Notes: UNF:6:CoNcXVz1K6zeI2dGFoxioQ==

Organization Name

f8131149 Location:

Variable Format: character

Notes: UNF:6:+RtS3xPH/RCu2gdPAHx0PQ==

Services

f8131149 Location:

Variable Format: character

Notes: UNF:6:ZL43huFalITV0Iexxguupg==

Legal specializations

f8131149 Location:

Variable Format: character

Notes: UNF:6:tP2vM5k9GikCRw4SerZXbg==

Website

f8131149 Location:

Variable Format: character

Notes: UNF:6:YIRI9JTSlZDBGkl5sfUgMg==

Organization Self-Description

f8131149 Location:

Variable Format: character

Notes: UNF:6:Q/7RS3vDieFxo3rFDcbijQ==

Contact Name

f8131149 Location:

Variable Format: character

Notes: UNF:6:VULl3azkOqs2MuxYzJKEYw==

Phone

f8131149 Location:

Variable Format: character

Notes: UNF:6:CfdeiNCpaKjD2CJjbmr76w==

Email

f8131149 Location:

Variable Format: character

Notes: UNF:6:RuoU7J7uDtCcnn/xspcl5Q==

Clients

f8131149 Location:

Variable Format: character

Notes: UNF:6:kvTmoZPzd4FJSejAEeKBsw==

City

f8131149 Location:

Variable Format: character

Notes: UNF:6:3GHnKozIZpJV9ZjaccQ3mg==

State

f8131149 Location:

Variable Format: character

Notes: UNF:6:MH/0CAz8NpYOob5Ct7G5/w==

Organization Name

f10905616 Location:

Variable Format: character

Notes: UNF:6:W/FJ1bt7cg8U3Oh7byePhQ==

Contact Name

f10905616 Location:

Variable Format: character

Notes: UNF:6:cvjk5RW9r/DNGKRxGI35PQ==

Services

f10905616 Location:

Variable Format: character

Notes: UNF:6:zk+Nm+FYbVKPRFhSPeF8uA==

Legal specializations

f10905616 Location:

Variable Format: character

Notes: UNF:6:4MAKWIq8PcRlWJXfcySsvA==

Website

f10905616 Location:

Variable Format: character

Notes: UNF:6:GCZn8P17lERohSP7YdhS4A==

Organization Self-Description

f10905616 Location:

Variable Format: character

Notes: UNF:6:fghz2ZbD/VnM502CCzPyPQ==

Phone

f10905616 Location:

Variable Format: character

Notes: UNF:6:Z0+yRN/9RgTB6y/8i/r8ew==

Email

f10905616 Location:

Variable Format: character

Notes: UNF:6:CxhkO6kYdpmVGlX5vAW37Q==

Clients

f10905616 Location:

Variable Format: character

Notes: UNF:6:ztHWj2Kha40OBgclTPHLEw==

City

f10905616 Location:

Variable Format: character

Notes: UNF:6:VwTMxCP1muwMjzhCboUdzg==

State

f10905616 Location:

Variable Format: character

Notes: UNF:6:3Og4RU4MdFVDCdr8UecMMQ==

Other Study-Related Materials

Label:

Purpose Trust Service Providers - 2023 December.xlsx

Text:

An initial database of service providers to purpose trusts in the United States. Inclusion ≠ endorsement.

Notes:

application/vnd.openxmlformats-officedocument.spreadsheetml.sheet