FOUNDATION SOURCE
LIVE

Serial Number

88723278

Owner

Foundation Source Philanthropic Services Inc.

Attorney

Thomas F. Dunn

First Use Date

Sep 5, 2012

Filing Date

Dec 11, 2019

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FOUNDATION SOURCE Trademark

Serial Number: 88723278 • Registration: 6259243

FOUNDATION SOURCE is a trademark filed by Foundation Source Philanthropic Services Inc. on December 11, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Foundation Source Philanthropic Services Inc.

55 Walls Drive
Fairfield, CT 06824

Entity Type: 03

Trademark Details

Filing Date

December 11, 2019

Registration Date

February 2, 2021

First Use Anywhere

September 5, 2012

First Use in Commerce

September 5, 2012

Published for Opposition

November 17, 2020

Goods & 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 and financial reporting for private foundations; business administration services, namely, business reporting in the nature of regulatory reporting services for private foundations; 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

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

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 financial information concerning public charities to facilitate grant making by private foundations

Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; Education services, namely, providing online non-downloadable 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 20, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 20, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 20, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 20, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 20, 2026 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 2, 2026 REM1
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Apr 22, 2024 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 22, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 22, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 22, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 22, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 22, 2024 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 13, 2023 ASCK
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 3, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 3, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 3, 2021 REAP
REGISTERED-PRINCIPAL REGISTER
Feb 2, 2021 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 17, 2020 NPUB
PUBLISHED FOR OPPOSITION
Nov 17, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 28, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 13, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 22, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 21, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 21, 2020 TROA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 10, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 10, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 10, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 10, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 10, 2020 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 19, 2020 GNRN
NON-FINAL ACTION E-MAILED
Mar 19, 2020 GNRT
NON-FINAL ACTION WRITTEN
Mar 19, 2020 CNRT
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 19, 2020 GNRN
NON-FINAL ACTION E-MAILED
Mar 19, 2020 GNRT
NON-FINAL ACTION WRITTEN
Mar 19, 2020 CNRT
ASSIGNED TO EXAMINER
Mar 11, 2020 DOCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 29, 2020 ASCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Dec 17, 2019 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 16, 2019 NWOS
NEW APPLICATION ENTERED
Dec 14, 2019 NWAP