GIVING SOURCE
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GIVING SOURCE Trademark

Serial Number: 98421696

GIVING SOURCE is a trademark filed by Foundation Source Philanthropic Services Inc. on February 26, 2024. The trademark is classified under Class 9 (Computers & Electronics), 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 pending registration.

Owner Contact Info

Foundation Source Philanthropic Services Inc.

55 Walls Drive
Fairfield, CT 06824

Entity Type: 03

Trademark Details

Filing Date

February 26, 2024

Registration Date

Not Registered

Published for Opposition

October 22, 2024

Goods & 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

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

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

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

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

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

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 21, 2026 EXRA
SOU EXTENSION 3 GRANTED
May 20, 2026 EX3G
SOU EXTENSION 3 FILED
May 20, 2026 EXT3
SOU TEAS EXTENSION RECEIVED
May 20, 2026 EEXT
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
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 4, 2025 EXRA
SOU EXTENSION 2 GRANTED
Dec 3, 2025 EX2G
SOU EXTENSION 2 FILED
Dec 3, 2025 EXT2
SOU TEAS EXTENSION RECEIVED
Dec 3, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 23, 2025 EXRA
SOU EXTENSION 1 GRANTED
Jul 23, 2025 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 21, 2025 AITU
SOU EXTENSION RECEIVED WITH TEAS PETITION
Jun 22, 2025 TPEX
NOTICE OF REVIVAL - E-MAILED
Jun 22, 2025 NREV
PETITION TO REVIVE-GRANTED
Jun 22, 2025 PETG
TEAS PETITION TO REVIVE RECEIVED
Jun 22, 2025 PROA
SOU EXTENSION 1 FILED
Jun 2, 2025 EXT1
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 3, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 22, 2024 NPUB
PUBLISHED FOR OPPOSITION
Oct 22, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 2, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 16, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 16, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 16, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 16, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 16, 2024 CNEA
ASSIGNED TO EXAMINER
Sep 13, 2024 DOCK
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
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 26, 2024 NWOS
NEW APPLICATION ENTERED
Feb 26, 2024 NWAP