Foundation News

Get the latest word from the Foundation on research, grants, insights, and trends affecting the entire employee ownership community.

Recent blogs from the employee ownership foundation

Read the latest news and reporting on employee ownership from our list of curated content. Learn about new trends and legislation, and find out which businesses have recently transitioned to being employee owned.

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An Update From the Employee Ownership Foundation

The Employee Ownership Foundation (EOF) has helped to fund many projects in support of our mission to promote employee ownership. One of the most longstanding is the annual Kelso Workshop at Rutgers University in January.  Each year this academic conference convenes experts, researchers, and supporters of employee ownership, and the EOF has historically sponsored this gathering as well as some of the fellows and researchers who present their scholarly findings.

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Announcing the Employee Ownership Foundation Trustee Scholars Program!

Application Opening Soon

December 15, 2023 - February 15, 2024

  • Created by the Employee Ownership Foundation for children of employee owners
  • Open to corporate members of The ESOP Association
  • Each year, the Foundation will award two, $5,000 per year scholarships for college or trade school, renewable for up to four years each
  • Up to $20,000 for a four-year degree
  • Scholarship winners will also be eligible for a paid internship in the Washington headquarters of The ESOP Association
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ESOPATHON Shatters Fundraising Records!

Because of your amazing efforts, the Employee Ownership Foundation is thrilled to announce that October’s ESOPATHON has shattered last year’s fundraising total by $100,000, raising more than $512,000 in a single month! In addition, your support for ESOPATHON has helped the EOF raise more than $700,000 in 2023, another all-time high.

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Still Time to Donate to ESOPATHON!

Thanks to YOUR efforts, we are very close to reaching our ESOPATHON fundraising goal, with more than $300,000 raised to date! And with one week remaining, there is still time to contribute and help the Employee Ownership Foundation fulfill its critical mission of growing employee ownership in America. Just go to esopathon.org/donate to make your tax-deductible contribution today. It’s easy!

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Missouri Governor Mike Parson Signs Legislation Extending ESOP Tax Deduction

Pictured with Governor Parson (from left to right) are representatives of two employee-owned companies – Louis Landwehr, Winter-Dent & Company, and Doyle Edwards, Brewer Science – along with Trevor Monnig, president of the Heart of America Chapter of The ESOP Association.

Exciting news for ESOPs in Missouri! The announcement below, from September 6, is from the Missouri Chamber of Commerce:

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ESOPs and Retiree Wealth: Evidence from the Health and Retirement Study

Key Findings

  • Depending on the wealth measure considered, the estimates suggest that ESOP participants have about double the retirement wealth of otherwise similar non- ESOP individuals.
  • The results are broadly similar even when the sample was subdivided by retiree age.
  • ESOP wealth is somewhat more equally distributed among ESOP vs. non-ESOP participants.

Have you wondered what impact ESOPs have on wealth in retirement?

Do ESOPs influence wealth inequality among retirees?