| Serial Number | 97515682 |
| Word Mark | YOUR PARTNER IN GIVING |
| Filing Date | Friday, July 22, 2022 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Friday, July 12, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 20, 2023 |
| 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 | 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 |
| Goods and Services | 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 |
| Goods and Services | 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 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 Services | 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 |
| 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; 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 |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 28, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 28, 2022 |
| 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 | Monday, May 15, 2023 |
| 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 | Thursday, July 28, 2022 |
| 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 | Thursday, July 28, 2022 |
| 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 | Thursday, July 28, 2022 |
| 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 |
| Wednesday, July 27, 2022 | NEW APPLICATION ENTERED |
| Thursday, July 28, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 9, 2023 | ASSIGNED TO EXAMINER |
| Monday, May 15, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, May 15, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Monday, May 15, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, May 15, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Monday, May 15, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 31, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 20, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 20, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 15, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 29, 2023 | SOU TEAS EXTENSION RECEIVED |
| Friday, December 1, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, April 22, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 29, 2023 | SOU EXTENSION 1 GRANTED |
| Wednesday, November 29, 2023 | SOU EXTENSION 1 FILED |
| Monday, April 22, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 22, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, April 22, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, April 22, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 12, 2024 | SOU TEAS EXTENSION RECEIVED |
| Friday, July 12, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, July 12, 2024 | SOU EXTENSION 2 FILED |
| Friday, July 12, 2024 | SOU EXTENSION 2 GRANTED |