Foundation for Enterprise Development Records
Special Collections & Archives, UC San Diego
Special Collections & Archives, UC San Diego
Copyright 2017
9500 Gilman Drive
La Jolla 92093-0175
spcoll@ucsd.edu
Descriptive Summary
Languages:
English
Contributing Institution:
Special Collections & Archives, UC San Diego
9500 Gilman Drive
La Jolla 92093-0175
Title: Foundation for Enterprise Development Records
Creator:
Foundation for Enterprise Development
Identifier/Call Number: MSS 0796
Physical Description:
6 Linear feet
(15 archives boxes, 1 oversize folder, and digital files)
Physical Description:
32 Gigabytes
Date (inclusive): 1986-2017
Abstract: 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.
Scope and Content of Collection
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.
Administrative History
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.
Preferred Citation
Foundation for Enterprise Development Records. MSS 796. Special Collections & Archives, UC San Diego.
Acquisition Information
Acquired 2017
OFF-SITE STORAGE
COLLECTION STORED OFF-SITE. ALLOW ONE WEEK FOR RETRIEVAL OF MATERIALS.
Publication Rights
Publication rights are held by the creator of the collection.
Related Materials
J. Robert Beyster Collection. MSS 658. Special Collections & Archives, UC San Diego.
https://library.ucsd.edu/speccoll/findingaids/mss0658.html
Subjects and Indexing Terms
Employee ownership
Foundation for Enterprise Development -- Archives
Beyster, J. Robert, 1924-2014
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
General note
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 9-13
Meeting minutes
1988-2017
Box 1, Folder 14
General information
ca. 1990-1997
General note
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
General note
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
General note
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
General note
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
General note
Printout of webpage listing Beyster Fellowship scholars and Emerging Scholar Awards.
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
General note
FED announcement and promotional flyer.
Box 5, Folder 12
California Employee Ownership Center
ca. 1989
General note
Draft proposal.
Box 6, Folder 1
CleanStart, MIT Management Sloan School
2017
General note
Printout of webpage.
Box 6, Folder 2-3
Dan Haley - U.S. competitiveness
1987-1989
General note
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
General note
Printout of program summary fact sheet.
Box 6, Folder 5
DARPA SBIR/STTR Transition & Commercialization Support Program
2013
General note
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
General note
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
General note
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
General note
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
General note
Press materials and media coverage regarding book written by Dr. Beyster.
Box 7, Folder 1
The U.S. Russia Center for Entrepreneurship
ca. 2002
General note
Informational material and brochures.
Box 7, Folder 2
Miscellaneous resources
ca. 1996-2003
General note
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
General note
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
General note
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
General note
Hosted by FED. Conference program.
Box 7, Folder 6
3rd Annual Conference on Employee Participation in Ownership and Management
1989 October 5
General note
Hosted by FED. Conference program.
Box 7, Folder 7
Conference on the Future of the Corporation: Capital Ownership
1989 October 20-22
General note
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
General note
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
General note
Hosted by FED. Includes conference program.
Box 7, Folder 10-13
FED Breakfast Workshop Series
1991-2003
General note
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
General note
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
General note
Hosted by FED. Conference program.
Box 8, Folder 4
Developing and Sustaining the Innovative, Entrepreneurial Corporation
1991 November 12
General note
Hosted by FED. Conference program.
Box 8, Folder 5
6th Annual Conference on Employee Participation in Ownership and Management
1992 June 11-12
General note
Hosted by FED. Conference program.
Box 8, Folder 6
Tomorrow's Corporation, Aspen Institute Seminar
1992 August 27-30
General note
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
General note
Hosted by FED. Conference program.
Box 8, Folder 8
The Use of Employee Stock Plans in East Central Europe
1993 May 26
General note
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
General note
Hosted by FED, Polaroid, and the Aspen Institute. Conference program.
Box 8, Folder 10
Tomorrow's Corporation, Aspen Institute Seminar
1994 July 14-17
General note
Hosted by FED, Polaroid, and the Aspen Institute. Conference program.
Box 8, Folder 11
Tomorrow's Corporation, Aspen Institute Seminar
1995 July 6-9
General note
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
General note
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
General note
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
General note
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
General note
Hosted by FED. Conference program and presentation materials.
Box 9, Folder 8-9
FED 15th Annual Conference
2001 February 5-7
General note
Conference notebook.
Box 9, Folder 10
The Experiential Classroom V
2004 September 16-19
General note
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
General note
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
General note
Hosted by Beyster Institute and NCEO. Conference program.
Box 10, Folder 3
5th Annual National Small Business Conference
2008 May 19-21
General note
Hosted by SAIC and Hosted by Hyatt Regency La Jolla. Conference itinerary.
Box 10, Folder 4
FED Christmas Party
2009 January 1-16
General note
Party itinerary, attendees, and planning correspondence.
Box 10, Folder 5
9th Annual STTR/SBIR Small Business Conference
2009 January 26-28
General note
Certificate of Appreciation presented to Mary Ann Beyster.
Box 10, Folder 6
2009 Beyster Fellowship Symposium
2009 July 21-24
General note
Conference program and attendee surveys.
Box 10, Folder 7
The La Jolla Conference on Accessing Federal Funding
2009 October 14
General note
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
General note
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
General note
Invitation and thank-you letter to Mary Ann Beyster.
Box 10, Folder 10
2010 Beyster Fellowship Symposium
2010 June 27-30
General note
Hosted by FED. Conference program and attendee surveys.
Box 10, Folder 11
FED Christmas Party
2010
General note
Correspondence, itinerary and lists of attendees.
Box 10, Folder 12
30th Anniversary Employee Ownership Conference, NCEO/Beyster Institute
2011 April 13-15
General note
Hosted by Beyster Institute and NCEO. Conference program and itinerary.
Box 10, Folder 13
Beyster Fellowship Symposium
2011 June 26-29
General note
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
General note
Hosted by Rutgers University. Conference program.
Box 10, Folder 15
FED Christmas Party
2011
General note
Correspondence, itinerary, lists of attendees.
Box 10, Folder 16
2012 IAFEP Conference & Beyster Symposium
2012 July 13-14
General note
Hosted by Rutgers University. Conference program and itinerary.
Box 10, Folder 17
Beyster Symposium
2013 June 23-25
General note
Hosted by Rutgers University. Conference program.
Box 10, Folder 18
Mid-Year Fellows Workshop in Honor of Louis O. Kelso
2014 January 12-14
General note
Hosted by Rutgers University. Workshop program.
Box 10, Folder 19
Beyster Symposium
2014 June 22-24
General note
Hosted by FED and Rutgers University. Conference program, itinerary, and lists of attendees.
Box 10, Folder 20
Beyster Symposium
2015 June 21-23
General note
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.
General
General note
Papers, guides and resources.
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
General note
First and second editions.
Box 11, Folder 6
A Decade of Fostering Enterprise Development, 1986-1996
1996
General note
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
General note
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
General note
Miscellaneous collected literature, including
Ownership in Focus and select annual reports.
Box 12, Folder 1
Miscellaneous brochures and program flyers
2000s, undated
Box 12, Folder 2-8
Weekly Activity Report
1991-1995
General note
Morozov project, Russian-related projects, proposals and projects, Kauffman Foundation, bids and activities.
Box 12, Folder 9-16
FED Annual Report
1992-2000
Excerpts of Founder's Message from FED Annual Reports
1992-2005
Excerpts of Founder's Message from FED Annual Reports
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, Digital_file CD-ROMS, Folder 22
DARPA/SBIR Success Reports
2007-2013
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
Box 13, Folder 9
Journal of Selected Readings, 1987-1995
1995
General note
Compilation of presentation files and papers.
Box 13, Folder 10
Journal of Selected Readings, 1996
1996
General note
Compilation of presentation files and papers.
Box 13, Folder 11
The Journal of Equity Sharing
2000
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
General note
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.
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
General note
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
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
General note
Leon Pawinski, Dr. Beyster, Joe Walkhush and Tom Seay.
Box 15, Folder 16
Group photographs of FED Board of Directors
ca. 1980
General note
Dr. Beyster, Joe Walkhush, Myron Eichen and Bill Nelson.
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
General
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
General
.JPEG and .PDF files.
Digital_file 3
Financial Executives International (FEI) panel discussion - Sound recording
2008 February 21
General note
.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
FED website crawl
2017 May
FED website crawl
