Foundation for Enterprise Development Records, 1986-2017 (MSS 796)

OFF-SITE STORAGE: COLLECTION STORED OFF-SITE. ALLOW ONE WEEK FOR RETRIEVAL OF MATERIALS.

Extent: 6 Linear feet (15 archives boxes, 1 oversize folder), + 32 GB of digital files

Records of the Foundation for Enterprise Development (FED), which was founded by Dr. J. Robert Beyster in 1986. The collection includes meeting minutes, administrative files and publications.

The Foundation for Enterprise Development (FED) was established in 1986 by Dr. John Robert Beyster, founder of Science Applications International Corporation (SAIC) and The Beyster Institute. It was created for the purpose of advocating for employee ownership business models in the U.S. and abroad through education, research, programming and various collaborative initiatives.

In honor of its 30th year anniversary, the FED transitioned from an operating foundation to a new ownership structure, a donor advised fund, called the Beyster Foundation for Enterprise Development (BFED). Starting July 1, 2017, as a purely granting organization, the BFED will continue support for research, education, and services that advance innovation, entrepreneurship and broad-based ownership.

Records of the Foundation for Enterprise Development (FED), which was founded by Dr. J. Robert Beyster in 1986. The collection includes meeting minutes, administrative files and publications. It also includes the FED bylaws and articles of incorporation, media coverage, project files, conference notebooks and brochures, presentation materials and photographs. Subjects of note include business models of employee ownership, equity sharing and privatization.

Arranged in seven series: 1) ADMINISTRATIVE FILES, 2) SUBJECT FILES, 3) EVENTS, 4) PUBLICATIONS, 5) PRESENTATIONS AND SPEECHES, 6) PHOTOGRAPHS AND SLIDES and 7) DIGITAL FILES.

J. Robert Beyster Collection. MSS 658. Special Collections & Archives, UC San Diego.

J. Robert Beyster collection web archive

Container List

ADMINISTRATIVE FILES

Scope and Content of Series

Series 1) ADMINISTRATIVE FILES: Includes bylaws and articles of incorporation, correspondence and memoranda, meeting minutes, media coverage materials and files from the FED Essay Contest. Also includes Department of Defense and DARPA publicity release forms and correspondence, financial records and legal files.

Box 1 Folder 1
Bylaws of The Foundation for Enterprise Development, 1986
Box 1 Folder 2
Articles of Incorporation, 1986
Box 1 Folder 3
IRS exemption applications, 1986-1994

Includes correspondence and forms from the IRS discussing tax exemption status for FED as a Private Operating Foundation.

Box 1 Folder 4
Business license, 1986-2002
Box 1 Folder 5
Announcement and summary of organization, 1987 October 6
Box 1 Folder 6
Correspondence, 1987-2005
Box 1 Folder 7
Goals for FED, 1988-1989
Box 1 Folder 8
Memoranda, 1988-1995
Box 1 Folder 9-13
Meeting minutes, 1988-2017
Box 1 Folder 14
General information, ca. 1990-1997

Miscellaneous notes, papers and strategic plans regarding the mission of the FED.

Box 1 Folder 15
Financial reports, 1994-2015
Box 2 Folder 1-6
Financial reports, 1994-2015
Box 2 Folder 7
Business Tax Application forms, 1997
Box 2 Folder 8
Spread-the-wealth management: How Bob Beyster keeps the troops happy at Science Applications International, Forbes, 1997
Box 2 Folder 9-12
Return of Private Foundation forms, 990-PF, 1998-2013
Box 3 Folder 1-3
Annual Summary and Transmittal of U.S. Information Returns forms, 1096, 2000-2003
Box 3 Folder 4
IRS determination letter, 2001
Box 3 Folder 5
Fictitious Business Name Statement forms, 2001, 2003
Box 3 Folder 6-11
Publicity releases, 2006-2011

Correspondence and forms exchanged with Department of Defense Office of Security Review and DARPA Public Release Center.

Box 3 Folder 12
Mission Oriented Business Integrated Services (MOBIS) contracts, 2006, 2012
Box 4 Folder 1-2
Mission Oriented Business Integrated Services (MOBIS) contracts, 2006, 2012
Box 4 Folder 3
Weekly Status Meetings, 2007-2008

Foundation for Enterprise Development, agenda, outline of bylaw and article of information issues for board resolution, consulting business strategy, Employee Ownership Foundation, financial information, FY 08 mid-year items for re-budget, San Diego State University, Graduate School of Business, DARPA SBIR program, transition support proposal and pilot program, AMS fact sheet, correspondence, umbrella foundation concept paper re: marketplace of projects, publication titled, "86 great publicity ideas for nonprofits."

Box 4 Folder 4-11
FED Essay Contest: Creating Wealth by Sharing Wealth, 2010-2011

Includes contest details, agreements, applicant resumes and papers, Steering Committee meeting minutes, and Dr. Beyster review of submitted essays.

Box 5 Folder 1-2
FED Essay Contest: Creating Wealth by Sharing Wealth, 2010-2011
Box 5 Folder 3
Fellowships and awards, 2011-2015

Printout of webpage listing Beyster Fellowship scholars and Emerging Scholar Awards.

Box 5 Folder 4-9
Media coverage, 2000s
Box 5 Folder 10
Images from Great Room in Cave Street building, undated

SUBJECT FILES

Scope and Content of Series

Series 2) SUBJECT FILES: Includes correspondence, notes and miscellany pertaining to subjects of interest and professional involvement, arranged alphabetically. Original file names retained.

Box 5 Folder 11
Beyster Institute, 2000s

FED announcement and promotional flyer.

Box 5 Folder 12
California Employee Ownership Center, ca. 1989

Draft proposal.

Box 6 Folder 1
CleanStart, MIT Management Sloan School, 2017

Printout of webpage.

Box 6 Folder 2-3
Dan Haley - U.S. competitiveness, 1987-1989

Media articles, U.S. competitiveness conference materials, United States Global Strategy Council, transcripts of speeches and talks. Dan Haley was the co-director of the New York Center for Employee Ownership.

Box 6 Folder 4
DARPA Commercialization Assistance Program, undated

Printout of program summary fact sheet.

Box 6 Folder 5
DARPA SBIR/STTR Transition & Commercialization Support Program, 2013

Printout of program summary fact sheet.

Box 6 Folder 6
DARPA Technology Transition Assistance Pilot Program planning guide, 2009 June 1
Box 6 Folder 7
DARPA SBIR Program Technology Transfer Support Proposal, 2007 December 11
Box 6 Folder 8-9
2010 National SBIR Conference & Technology Showcase: Beyond Phase II, 2010 September 13-16

Conference brochure, correspondence between conference planners and printout of Panel Briefing slideshow entitled, "SBIR Transition Support at DARPA."

Box 6 Folder 10
Global Issues Conference, 1988

Notes taken by Jo Gibson for Beyster from meeting with Mike Daniels regarding proposed conference.

Box 6 Folder 11
Russia defense conversion and privatization, 1992-1993

Includes Center for International Security and Arms Control report entitled, "Can the Russian Military-Industrial Complex Be Privatized? Evaluating the Experiment in Employee Ownership at the Saratov Aviation Plant," FED report by Ron Bernstein entitled, "Defense Conversion and Privatization: Russian Trip Report," and photocopies of related newspaper clippings.

Box 6 Folder 12-15
The SAIC Solution: How We Built an $8 Billion Employee-Owned Technology Company, ca. 2006-2007

Press materials and media coverage regarding book written by Dr. Beyster.

Box 7 Folder 1
The U.S. Russia Center for Entrepreneurship, ca. 2002

Informational material and brochures.

Box 7 Folder 2
Miscellaneous resources, ca. 1996-2003

Assorted printouts of informational material regarding internal stock markets and employee compensation plans. From folder originally entitled, "Misc. FED consulting papers."

EVENTS

Scope and Content of Series

Series 3) EVENTS: Includes materials from conference and workshops, such as programs, itineraries, presentation materials, supplemental readings, papers and lists of attendees. Also includes correspondence and planning material from FED Christmas parties.

Box 7 Folder 3
Conference on Employee Participation in Ownership and Management, 1987 October 6

Hosted by +J56:J95FED. Conference program and outline and budget estimate for conference videotape.

Box 7 Folder 4
NCEO's Seventh Annual Conference on Employee Ownership and Participation, 1988 March

Summary entitled, "Employee Ownership in Large Companies" based on speech given by Dr. Beyster.

Box 7 Folder 5
2nd Annual Conference on Employee Participation in Ownership and Management, 1988 October 6

Hosted by FED. Conference program.

Box 7 Folder 6
3rd Annual Conference on Employee Participation in Ownership and Management, 1989 October 5

Hosted by FED. Conference program.

Box 7 Folder 7
Conference on the Future of the Corporation: Capital Ownership, 1989 October 20-22

Hosted by FED and the Aspen Institute. Conference program.

Box 7 Folder 8
Conference on the Future of the Corporation: Hybrid Ownership, 1990 July 20-22

Hosted by FED, Polaroid, and the Aspen Institute. Conference program.

Box 7 Folder 9
4th Annual Conference on Employee Participation in Ownership and Management, 1990 October 5

Hosted by FED. Includes conference program.

Box 7 Folder 10-13
FED Breakfast Workshop Series, 1991-2003

Hosted by FED. Conference program and papers.

Box 8 Folder 1
FED Breakfast Workshop Series, 1991-2003
Box 8 Folder 2
The Future of the Corporation, Aspen Institute Seminar, 1991 August 23-25

Hosted by FED, Polaroid, and the Aspen Institute. Conference program.

Box 8 Folder 3
5th Annual Conference on Employee Participation in Ownership and Management, 1991 October 3-4

Hosted by FED. Conference program.

Box 8 Folder 4
Developing and Sustaining the Innovative, Entrepreneurial Corporation, 1991 November 12

Hosted by FED. Conference program.

Box 8 Folder 5
6th Annual Conference on Employee Participation in Ownership and Management, 1992 June 11-12

Hosted by FED. Conference program.

Box 8 Folder 6
Tomorrow's Corporation, Aspen Institute Seminar, 1992 August 27-30

Hosted by FED, Polaroid, and the Aspen Institute. Conference program.

Box 8 Folder 7
Improving Corporate Performance Through Employee Ownership and Participation, 1992 November 9

Hosted by FED. Conference program.

Box 8 Folder 8
The Use of Employee Stock Plans in East Central Europe, 1993 May 26

Includes summary memorandum by David Binns and paper entitled, "How Employee Stock Plans Can Facilitate Privatization of State Owned Enterprises In Central and Eastern Europe."

Box 8 Folder 9
Tomorrow's Corporation, Aspen Institute Seminar, 1993 July 22-25

Hosted by FED, Polaroid, and the Aspen Institute. Conference program.

Box 8 Folder 10
Tomorrow's Corporation, Aspen Institute Seminar, 1994 July 14-17

Hosted by FED, Polaroid, and the Aspen Institute. Conference program.

Box 8 Folder 11
Tomorrow's Corporation, Aspen Institute Seminar, 1995 July 6-9

Hosted by FED, Polaroid, and the Aspen Institute. Conference program and itinerary.

Box 8 Folder 12-13
Building the High Performance Company: Using Equity to Motivate Your Workforce and Gain a Competitive Edge, 1995 September 26

Hosted by FED, CONNECT and the Center for Entrepreneurial Leadership Inc. Conference notebook.

Box 8 Folder 14
Tomorrow's Corporation, Aspen Institute Seminar, 1996 July 18-21

Hosted by FED, Polaroid, and the Aspen Institute. Conference program, itinerary and presentation materials.

Box 9 Folder 1-3
Tomorrow's Corporation, Aspen Institute Seminar, 1996 July 18-21
Box 9 Folder 4
The Ownership Option: Growing Your Company With Employee Stockholders, 1998 November 12-13

Hosted by FED, Kauffman Center, Price Watter House Coopers, Salomon Smith Barney. Conference itinerary and presentation materials.

Box 9 Folder 5-7
Employee Ownership Strategies 2000, 2000 March 13-15

Hosted by FED. Conference program and presentation materials.

Box 9 Folder 8-9
FED 15th Annual Conference, 2001 February 5-7

Conference notebook.

Box 9 Folder 10
The Experiential Classroom V, 2004 September 16-19

Hosted by Syracuse University. Conference program, itinerary, and presentation materials.

Box 10 Folder 1
Small Business Innovation Research (SBIR) Conference: From Awareness to Awards and Commercialization, 2008 March 4

Hosted by MMRDI, Prince George's county, SBDC, Tech council, TEDCO, and University of Maryland. Conference itinerary.

Box 10 Folder 2
Employee Ownership Conference, 2008 April 2-4

Hosted by Beyster Institute and NCEO. Conference program.

Box 10 Folder 3
5th Annual National Small Business Conference, 2008 May 19-21

Hosted by SAIC and Hosted by Hyatt Regency La Jolla. Conference itinerary.

Box 10 Folder 4
FED Christmas Party, 2009 January 1-16

Party itinerary, attendees, and planning correspondence.

Box 10 Folder 5
9th Annual STTR/SBIR Small Business Conference, 2009 January 26-28

Certificate of Appreciation presented to Mary Ann Beyster.

Box 10 Folder 6
2009 Beyster Fellowship Symposium, 2009 July 21-24

Conference program and attendee surveys.

Box 10 Folder 7
The La Jolla Conference on Accessing Federal Funding, 2009 October 14

Hosted by CONNECT and Hosted by Fabiani & Company and Buchanan Ingersoll & Rooney PC. Conference booklet.

Box 10 Folder 8
10th Annual STTR/SBIR Small Business Conference, 2010 January 25-27

Hosted by A&M University, SAIC, Boeing Co., AL EPSCoR, SBA, AMRDEC, MRS-AAMU Charter, MRS-Alabama Section, and AAMURI. Conference booklet and Certificate of Appreciation presented to Mary Ann Beyster.

Box 10 Folder 9
U.S. Department of Defense Mentor-Protégé Conference, 2010 March 8-11

Invitation and thank-you letter to Mary Ann Beyster.

Box 10 Folder 10
2010 Beyster Fellowship Symposium, 2010 June 27-30

Hosted by FED. Conference program and attendee surveys.

Box 10 Folder 11
FED Christmas Party, 2010

Correspondence, itinerary and lists of attendees.

Box 10 Folder 12
30th Anniversary Employee Ownership Conference, NCEO/Beyster Institute, 2011 April 13-15

Hosted by Beyster Institute and NCEO. Conference program and itinerary.

Box 10 Folder 13
Beyster Fellowship Symposium, 2011 June 26-29

Hosted by FED. Conference program and notes.

Box 10 Folder 14
The Mid-Year Fellows Workshop in Honor of Louis O. Kelso & The Beyster Symposium, 2011 December 8-11

Hosted by Rutgers University. Conference program.

Box 10 Folder 15
FED Christmas Party, 2011

Correspondence, itinerary, lists of attendees.

Box 10 Folder 16
2012 IAFEP Conference & Beyster Symposium, 2012 July 13-14

Hosted by Rutgers University. Conference program and itinerary.

Box 10 Folder 17
Beyster Symposium, 2013 June 23-25

Hosted by Rutgers University. Conference program.

Box 10 Folder 18
Mid-Year Fellows Workshop in Honor of Louis O. Kelso, 2014 January 12-14

Hosted by Rutgers University. Workshop program.

Box 10 Folder 19
Beyster Symposium, 2014 June 22-24

Hosted by FED and Rutgers University. Conference program, itinerary, and lists of attendees.

Box 10 Folder 20
Beyster Symposium, 2015 June 21-23

Hosted by FED and Rutgers University. Conference program.

PUBLICATIONS

Scope and Content of Series

Series 4) PUBLICATIONS: Includes FED guides, papers, promotional material, reports, newsletters and journals. Also includes an assortment of miscellaneous publications from outside creators.

FED Publications

General

Box 10 Folder 21
Assorted papers by David Binns, ca. 1989-1997
Box 11 Folder 1-2
Assorted papers by David Binns, ca. 1989-1997
Box 11 Folder 3
Binns, David. Strategies for Privatization in Russia, 1992 August 1
Box 11 Folder 4
Using Equity-Based Compensation As An Effective Business Strategy, 1993 November
Box 11 Folder 5
The Entrepreneur's Guide to Equity Compensation, 1995, 1998

First and second editions.

Box 11 Folder 6
A Decade of Fostering Enterprise Development, 1986-1996, 1996

10 year anniversary celebration summary.

Box 11 Folder 7
Entrepreneurial viewpoint articles, 2001-2004
Box 11 Folder 8
Binns, David M., Chopologe Koikanyang and Ronald J. Gilbert. The Use of Employee Share Ownership Plans in Restructuring State-Owned Enterprises: Policy Recommendations, 2002 May 31
Box 11 Folder 9
Employee Financial Participation: An International Survey, 2008
Box 11 Folder 10
Beyster, Mary Ann, Joseph Blasi, Joe Sibilia, Thomas Zurbuchen and Anu Bowman. "Sustained Innovation Through Shared Capitalism and Democratic Governance," JBIS, 2013
Box 11 Folder 11
Small Business Online Training Resources Guide, 2014 March

Printout of webpage.

Brochures and promotional material

Box 11 Folder 12
Employee Share Ownership: An International Business Strategy brochure, undated
Box 11 Folder 13
Sharing Equity: What Equity Compensation Can Do For You, undated
Box 11 Folder 14
Assorted Beyster Institute publications, 2000s

Miscellaneous collected literature, including Ownership in Focus and select annual reports.

Box 12 Folder 1
Miscellaneous brochures and program flyers, 2000s, undated

Reports

Box 12 Folder 2-8
Weekly Activity Report, 1991-1995

Morozov project, Russian-related projects, proposals and projects, Kauffman Foundation, bids and activities.

Box 12 Folder 9-16
FED Annual Report, 1992-2000
Box 12 Folder 17-20
Beyster Institute Annual Report, 2002-2005
Box 12 Folder 21
Report to SAIC Board of Directors, 1993, 2000
Box 12 Folder 22
DARPA/SBIR Success Reports, 2007-2013

CD-ROMs.

Box 13 Folder 1
Founder's Report, undated

Newsletters and magazines

Box 13 Folder 2-7
The F.E.D Newsletter, 1988-2002
Box 13 Folder 8
Ownership in Focus Newsletter, 2002-2007

Journals

Box 13 Folder 9
Journal of Selected Readings, 1987-1995, 1995

Compilation of presentation files and papers.

Box 13 Folder 10
Journal of Selected Readings, 1996, 1996

Compilation of presentation files and papers.

Box 13 Folder 11
The Journal of Equity Sharing, 2000

Other Publications

Box 13 Folder 12
Miscellaneous brochures and program flyers, 2000s
Box 13 Folder 13
Employee Ownership Plans, BNA Special Report, 1987
Box 13 Folder 14-15
Assorted employee ownership plans, ca. 1988-2003

Miscellaneous collected printouts of employee ownership plans of various companies, including those of SPARTA, TEOCO and ALION Science and Technology Corporation.

Box 14 Folder 1-2
Assorted employee ownership plans, ca. 1988-2003
Box 14 Folder 3
Employee ownership for smaller companies. Report by National Center for Employee Ownership, 1987
Box 14 Folder 4-5
Assorted articles and papers, 1989-2012
Box 14 Folder 6-8
Assorted reports and guides, 1990-1998
Box 15 Folder 1
Assorted reports and guides, 1990-1998

PRESENTATIONS AND SPEECHES

Scope and Content of Series

Series 5) PRESENTATIONS AND SPEECHES: Includes presentation materials, such as slideshow printouts and notes, and speech transcripts.

Presentations

Box 15 Folder 2
Lists of presentations, ca. 2009-2013
Box 15 Folder 3
SAIC, Employee-owned technology - By William H. Scott, SAIC Participation Advocate, 1992 April
Box 15 Folder 4
The journey of equity sharing - Presentation slides and supplemental reading material, 1996 September 26
Box 15 Folder 5
The evolution of employee ownership - Remarks by Dr. Beyster at FED Conference, 1997
Box 15 Folder 6
Power of employee ownership - Lessons learned by Dr. Beyster. Presentation slides, 2000 March 13
Box 15 Folder 7
Foundation for Enterprise Development, 2001 February 6
Box 15 Folder 8
Results of customer interviews for Foundation for Enterprise Development, 2001 April

Two sets of presentation slides, one from April 17 and one from April 30. Annotated printouts.

Box 15 Folder 9
Employee owner relations: Maintaining an ownership culture during change - Presentation slides for NCEO National Conference, 2006 April 27
Box 15 Folder 10
International employee stock trusts - Presentation slides, undated
Box 15 Folder 11
Managing an employee ownership company, SAIC - Presentation slides, undated

Speeches

Box 15 Folder 12
DARPA 100 Year Starship Symposium opening comments by Mary Ann Beyster, 2011 October 2
Box 15 Folder 13
OEOC Key Note, 2015 April 29
Box 15 Folder 14
SLO Chamber of Commerce, 2015 May 28

PHOTOGRAPHS AND SLIDES

Scope and Content of Series

Series 6) PHOTOGRAPHS AND SLIDES: Includes images of FED personnel and conferences.

Box 15 Folder 15
Group photograph, ca. 1980

Leon Pawinski, Dr. Beyster, Joe Walkhush and Tom Seay.

Box 15 Folder 16
Group photographs of FED Board of Directors, ca. 1980

Dr. Beyster, Joe Walkhush, Myron Eichen and Bill Nelson.

Box 15 Folder 17
FED Conference, 1987
Box 15 Folder 18-19
FED Conference, 1989
Box 15 Folder 20
FED Conference, 1990
Oversize FB-009 Folder 4
FED event related to privatization in post-Soviet Russia - Black and white oversize contact sheets, ca. 1991
Box 15 Folder 21
Group photograph including Dr. Beyster, undated

DIGITAL FILES

Scope and Content of Series

Series 7) DIGITAL FILES: This series consists of digital files originally donated on discs. The files have been imaged and/or extracted and may be viewed upon request.

Digital file 1
FED files

Includes a variety of file types, such as .JPEG, .PDF, spreadsheets, and audiovisual formats. Includes the following file titles: About FED; Awards; Books; Cooperative Fisheries Proceedings; FED 990s; FED Board of Trustees meeting minutes; FED DARPA products; Fellowships; Grants; Harold Channer interview with Mary Ann Beyster; Mary Ann Beyster; Pictures-RU Investiture 022411; SBA; Social Impact Investing; We the Owners documentary film.

Digital file 2
Beyster Symposium files - Photographs and proceedings, 2009-2016

.JPEG and .PDF files.

Digital file 3
Financial Executives International (FEI) panel discussion - Sound recording, 2008 February 21

.WAV file, time 00:48:16. Speakers include Steve Fisher (Moderator), Dr. Beyster and Mary Ann Beyster.

Digital file 4
Employee Ownership Foundation: What is EO? video, undated

.MPG file