Trademark: 87076879
Word
YOUR LEGACY. OUR GUIDANCE.
Status Date
Tuesday, August 15, 2023
Registration Number
5216654
Registration Date
Tuesday, June 6, 2017
Filing Date
Monday, June 20, 2016
Published for Opposition
Tuesday, March 21, 2017
36 Financial advisory services, namely advising private foundation management personnel on financial and investment matters, and selecting and managing investments for private foundations; Investment management services; Trustee and financial custody services relating to grant-making and tax compliance for private foundations; Financial trust administration relating to grant-making and tax compliance for private foundations
35 Business consultancy in the nature of foundation advisory services, namely, assisting others with the establishment and operation of a private foundation; Business management services, namely, preparing and reviewing grant proposals and financial reports for private foundations; Tax advisory services; Consulting services in the fields of income tax, accounting, business administration, business development, and business strategic planning; Consultancy services regarding business strategies provided to family foundations in the areas of grant-making and reporting, financial reporting, board management and governance; Business administration, business operation and office functions for private foundations; Business consulting services in the field of private foundation management and business strategies for private foundations; Business administration services, namely, regulatory submission management in the nature of preparing and filing regulatory reporting compliance documents for private foundations; Business consulting services in the field of grant-making, namely, business administration services to assist private foundations in making and overseeing grants to charitable organizations; Grant management services for private foundations; Business administration and management of grant distribution services for private foundations; Business services for others, namely, providing project management services in the nature of online administration of research grant applications
45 Regulatory compliance consulting for private foundations
Aug 15, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Aug 15, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Aug 15, 2023
Case Assigned To Post Registration Paralegal
Feb 16, 2023
Teas Section 8 & 15 Received
Jun 6, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 6, 2017
Registered-Principal Register
Mar 21, 2017
Official Gazette Publication Confirmation E-Mailed
Mar 21, 2017
Published For Opposition
Mar 1, 2017
Notification Of Notice Of Publication E-Mailed
Feb 6, 2017
Approved For Pub - Principal Register
Feb 6, 2017
Examiner's Amendment Entered
Feb 6, 2017
Notification Of Examiners Amendment E-Mailed
Feb 6, 2017
Examiners Amendment E-Mailed
Feb 6, 2017
Examiners Amendment -Written
Dec 17, 2016
Teas/Email Correspondence Entered
Dec 16, 2016
Correspondence Received In Law Office
Dec 16, 2016
Teas Response To Office Action Received
Oct 6, 2016
Notification Of Non-Final Action E-Mailed
Oct 6, 2016
Non-Final Action E-Mailed
Oct 6, 2016
Non-Final Action Written
Sep 27, 2016
Assigned To Examiner
Jun 24, 2016
New Application Office Supplied Data Entered
Jun 23, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
