Word

YOUR PARTNER IN GIVING

Status

Pending

Status Code

730

Status Date

Thursday, November 30, 2023

Serial Number

97515682

Mark Type

4000

Filing Date

Friday, July 22, 2022

Published for Opposition

Tuesday, June 20, 2023

Trademark Owner History

Foundation Source Philanthropic Services Inc. - Owner At Publication

Classifications

41 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

9 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

36 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

35 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

45 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

42 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

Trademark Events

Dec 1, 2023

Notice Of Approval Of Extension Request E-Mailed

Nov 30, 2023

Sou Extension 1 Granted

Nov 30, 2023

Sou Extension 1 Filed

Nov 29, 2023

Sou Teas Extension Received

Aug 15, 2023

Noa E-Mailed - Sou Required From Applicant

Jun 20, 2023

Official Gazette Publication Confirmation E-Mailed

Jun 20, 2023

Published For Opposition

May 31, 2023

Notification Of Notice Of Publication E-Mailed

May 15, 2023

Approved For Pub - Principal Register

May 15, 2023

Examiner's Amendment Entered

May 15, 2023

Notification Of Examiners Amendment E-Mailed

May 15, 2023

Examiners Amendment E-Mailed

May 15, 2023

Examiners Amendment -Written

May 9, 2023

Assigned To Examiner

Jul 28, 2022

New Application Office Supplied Data Entered

Jul 27, 2022

New Application Entered