FOUNDATION SOURCE ADVISORS - Trademark Details
Status: 688 - Notice Of Allowance - Issued
Serial Number
88838408
Word Mark
FOUNDATION SOURCE ADVISORS
Status
688 - Notice Of Allowance - Issued
Status Date
2021-09-14
Filing Date
2020-03-18
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2021-07-20
Attorney Name
Law Office Assigned Location Code
N30
Employee Name
BROWN, TRICIA LYNN
Statements
Disclaimer with Predetermined Text
"FOUNDATION" AND "ADVISORS"
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 financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for private foundations
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
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
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
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-03-22
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-03-22
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2020-03-22
Primary Code
041
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2020-03-22
Primary Code
042
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2020-03-22
Primary Code
045
Current Trademark Owners
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
Thomas F. Dunn
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 3943465 |
| Prior Registration | 5631211 |
| Prior Registration | 5631212 |
Trademark Events
| Event Date | Event Description |
| 2020-03-21 | NEW APPLICATION ENTERED IN TRAM |
| 2020-03-22 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2020-06-10 | ASSIGNED TO EXAMINER |
| 2020-06-24 | NON-FINAL ACTION WRITTEN |
| 2020-06-24 | NON-FINAL ACTION E-MAILED |
| 2020-06-24 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-01-05 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 2021-01-05 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| 2021-03-05 | TEAS PETITION TO REVIVE RECEIVED |
| 2021-03-05 | PETITION TO REVIVE-GRANTED |
| 2021-03-05 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-03-06 | NOTICE OF REVIVAL - E-MAILED |
| 2021-06-03 | ASSIGNED TO LIE |
| 2021-06-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-06-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-06-12 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2021-06-30 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2021-07-20 | PUBLISHED FOR OPPOSITION |
| 2021-07-20 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2021-09-14 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2021-11-03 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-11-03 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-11-03 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
