Serial Number
99256332
Owner
FOUNDATION SOURCE PHILANTHROPIC SERVICES INC.Attorney
Thomas F. DunnFiling Date
Jun 27, 2025
IMPACT SOURCE Trademark
Serial Number: 99256332
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Thomas F. Dunn Lee & Hayes PC
601 W Riverside Ave Ste 1400
Spokane, WA 99216
United States
Trademark Details
Filing Date
June 27, 2025
Registration Date
Not Registered
Published for Opposition
February 17, 2026
Goods & Services
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
Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; Educational services, namely, conducting programs in the field of philanthropy; Educational services, namely, conducting seminars, lectures, workshops and panel discussions in the field of philanthropy; Educational services, namely, providing podcasts in the fields of philanthropy and corporate responsibility
Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for for regulatory compliance purposes
Providing financial information services to foundations; Financial research; Financial information provided by electronic means in the field of philanthropy to facilitate grant making by private foundations; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs; Providing an on-line searchable database featuring financial information about whether 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
Business consulting services; Tax and taxation planning, advice, information and consultancy services; Business administration services in the field of egulatory reporting for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Business consulting, management, and planning 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; Business consulting services in the field of corporate responsibility; Business management 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 in the field of philanthropy; Business administration services; Business administration services in the field of grants management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Business administration services in the field of grant distribution and distribution management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Preparing financial reports for others; Philanthropy consultation relating to taxation planning