GIVING SOURCE Trademark

Trademark Overview


On Monday, February 26, 2024, a trademark application was filed for GIVING SOURCE with the United States Patent and Trademark Office. The USPTO has given the GIVING SOURCE trademark a serial number of 98421696. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 22, 2024. This trademark is owned by Foundation Source Philanthropic Services Inc.. The GIVING SOURCE trademark is filed in the Advertising, Business and Retail Services, Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, Education & Entertainment Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

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

Downloadable software in the nature of a mobile application for managing philanthropic foundations featuring the ability to search charitable organizations, manage philanthropic grants, manage foundation expenses, manage minimum distribution requirements, manage users, centralize and manage foundation documents, standardize reporting capabilities to assist with tax filings, manage accounting functions, and facilitate payments

Providing financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for private foundations; Providing financial information and financial research regarding donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs

Business administration, business operation and office functions for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of management of private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services regarding strategies for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; tax preparation and financial reporting for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, regulatory reporting services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of grantmaking, namely, services to assist pri...

Providing an online searchable database for use by private foundations and donor-advised funds before funding grants in order to determine if an organization has public charity tax status; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations

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; Providing temporary use of a non-downloadable web application for managing philanthropic foundations featuring the ability to search charitable organizations, manage philanthropic grants, manage foundation expenses, manage minimum distribution requirements, manage users, centralize and manage foundation documents, standardize reporting capabilities to assist with tax filings, manage accounting functions, and facilitate payments
giving source

General Information


Serial Number98421696
Word MarkGIVING SOURCE
Filing DateMonday, February 26, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, October 22, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 22, 2024

Trademark Statements


Goods and ServicesEducation 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 ServicesDownloadable software in the nature of a mobile application for managing philanthropic foundations featuring the ability to search charitable organizations, manage philanthropic grants, manage foundation expenses, manage minimum distribution requirements, manage users, centralize and manage foundation documents, standardize reporting capabilities to assist with tax filings, manage accounting functions, and facilitate payments
Goods and ServicesProviding financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for private foundations; Providing financial information and financial research regarding donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs
Goods and ServicesBusiness administration, business operation and office functions for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of management of private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services regarding strategies for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; tax preparation and financial reporting for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, regulatory reporting services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of grantmaking, namely, services to assist private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs in making and overseeing grants to charitable organizations; grants management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of board management and governance for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, grant distribution and distribution management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to taxation planning; Business consulting services in the field of corporate responsibility
Goods and ServicesProviding an online searchable database for use by private foundations and donor-advised funds before funding grants in order to determine if an organization has public charity tax status; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations
NOT AVAILABLE"GIVING"
Goods and ServicesSoftware 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; Providing temporary use of a non-downloadable web application for managing philanthropic foundations featuring the ability to search charitable organizations, manage philanthropic grants, manage foundation expenses, manage minimum distribution requirements, manage users, centralize and manage foundation documents, standardize reporting capabilities to assist with tax filings, manage accounting functions, and facilitate payments

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameFoundation Source Philanthropic Services Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFairfield, CT 06824

Party NameFoundation Source Philanthropic Services Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFairfield, CT 06824

Trademark Events


Event DateEvent Description
Monday, February 26, 2024NEW APPLICATION ENTERED
Monday, February 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 22, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, April 22, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, April 22, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, April 22, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 22, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 13, 2024ASSIGNED TO EXAMINER
Monday, September 16, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 16, 2024EXAMINERS AMENDMENT E-MAILED
Monday, September 16, 2024EXAMINERS AMENDMENT -WRITTEN
Monday, September 16, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, September 16, 2024EXAMINER'S AMENDMENT ENTERED
Wednesday, October 2, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 22, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 22, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED