| Serial Number | 88838408 |
| Word Mark | FOUNDATION SOURCE ADVISORS |
| Filing Date | Wednesday, March 18, 2020 |
| Status | 734 - FIFTH EXTENSION - GRANTED |
| Status Date | Thursday, November 30, 2023 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 20, 2021 |
| Goods and Services | Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; educational services, namely, providing podcasts in the field of philanthropy and corporate responsibility; non-downloadable electronic publications in the nature of white papers in the field of philanthropy; educational services, namely, the presentation of seminars, lectures, workshops and panel discussions in the field of philanthropy |
| Goods and Services | Providing financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for private foundations |
| Goods and Services | Business administration, business operation and office functions for private foundations; business consulting services in the field of private foundation management; business consulting services regarding strategies for private foundations; tax preparation for private foundations; business administration services, namely, business reporting in the nature of regulatory reporting services for private foundations and business consulting services in the field of grantmaking, namely, services to assist private foundations in making and overseeing grants to charitable organizations; grants management services for private foundations; business consulting services in the field of board management and governance for private foundations; business administration services, namely, grant distribution and distribution management services for private foundations |
| Goods and Services | Providing an online searchable database for use by private foundations before funding grants in order to determine if an organization has public charity tax status under Internal Revenue Code Sections 509(a)(1), (a)(2), or (a)(3), per the latest version of the Business Master File extract released by the Internal Revenue Service; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations |
| Disclaimer with Predetermined Text | "FOUNDATION" AND "ADVISORS" |
| Goods and Services | Software as a service (SAAS) services featuring software for enabling philanthropists to track the impact of their donations, collect progress reports from grantees, and monitor performance metrics; Software as a service (SAAS) services featuring software for managing grants that enables users from private foundations to accept, organize, review, track, and reply to charitable requests |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 22, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 22, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 22, 2020 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 22, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 22, 2020 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Foundation Source Philanthropic Services Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Fairfield, CT 06824 |
| Party Name | Foundation Source Philanthropic Services Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Fairfield, CT 06824 |
| Event Date | Event Description |
| Friday, December 1, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, November 30, 2023 | SOU EXTENSION 5 GRANTED |
| Thursday, November 30, 2023 | SOU EXTENSION 5 FILED |
| Wednesday, November 29, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, September 14, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, September 12, 2023 | SOU EXTENSION 4 GRANTED |
| Tuesday, September 12, 2023 | SOU EXTENSION 4 FILED |
| Tuesday, September 12, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, March 16, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, March 14, 2023 | SOU EXTENSION 3 GRANTED |
| Tuesday, March 14, 2023 | SOU EXTENSION 3 FILED |
| Tuesday, March 14, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, March 1, 2023 | ASSIGNED TO EXAMINER |
| Saturday, April 16, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, April 14, 2022 | SOU EXTENSION 2 GRANTED |
| Thursday, April 14, 2022 | SOU EXTENSION 2 FILED |
| Thursday, April 14, 2022 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, March 16, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, March 14, 2022 | SOU EXTENSION 1 GRANTED |
| Monday, March 14, 2022 | SOU EXTENSION 1 FILED |
| Monday, March 14, 2022 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 3, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, November 3, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 3, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 14, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 20, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 20, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 30, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, June 12, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 8, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 8, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 3, 2021 | ASSIGNED TO LIE |
| Saturday, March 6, 2021 | NOTICE OF REVIVAL - E-MAILED |
| Friday, March 5, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 5, 2021 | PETITION TO REVIVE-GRANTED |
| Friday, March 5, 2021 | TEAS PETITION TO REVIVE RECEIVED |
| Tuesday, January 5, 2021 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Tuesday, January 5, 2021 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, June 24, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 24, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 24, 2020 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 10, 2020 | ASSIGNED TO EXAMINER |
| Sunday, March 22, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 21, 2020 | NEW APPLICATION ENTERED |