FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
36 Marks
Corp.
First Filed:Oct 9, 2001Latest Filed:Jun 27, 2025Address:55 Walls Drive, Fairfield, CT 06824, US
Portfolio Overview
Registered
6(17%)Pending
9(25%)Dead
21(58%)Top Classes
Class 35
Advertising, Business Services & RetailClass 42
Software, IT Services & Scientific ResearchClass 36
Insurance, Financial Services & Real EstateTTAB Proceedings
Total Proceedings
1As Plaintiff
1(100%)As Defendant
0(0%)Top Firms
McGlinchey Stafford PLLC(Jun 2025)
22
Hinckley, Allen & Snyder, LL...(May 2004)
4
Verrill Dana, LLP(Jul 2019)
1
Bryan Cave Leighton Paisner ...(Oct 2020)
1
Wiggin and Dana LLP(Oct 2001)
1
Trademark Activity Timeline(2001 – 2025)
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Trademark Portfolio
36 results
(current & previous marks)
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Goods & Services
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; 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; 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; Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for for regulatory compliance purposes; 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
Goods & Services
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; 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; 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; Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for for regulatory compliance purposes; 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
Goods & Services
Educational services, namely, conducting webinars in the field of philanthropy and corporate responsibility, provided by art galleries; Educational services, namely, conducting podcasts in the field of philanthropy and corporate responsibility, provided by art galleries; 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; 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; 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 regulatory 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; Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for regulatory compliance purposes; 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
Goods & Services
Educational services, namely, conducting webinars in the field of philanthropy and corporate responsibility, provided by art galleries; Educational services, namely, conducting podcasts in the field of philanthropy and corporate responsibility, provided by art galleries; 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; 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; 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 regulatory 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; Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for regulatory compliance purposes; 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
Goods & Services
Educational services, namely, conducting webinars in the field of philanthropy and corporate responsibility, provided by art galleries; Educational services, namely, conducting podcasts in the field of philanthropy and corporate responsibility, provided by art galleries; 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; 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 regulatory 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; Tracking and monitoring regulatory requirements in the field of tax, contract, grant, charitable and reporting requirements for private foundations for regulatory compliance purposes
Goods & Services
Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; providing podcasts in the field of philanthropy and corporate responsibility; Providing financial information concerning public charities to facilitate grant making by private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs; 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; 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; "PHILANTHROPY"; 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, donor-advised funds, charitable trusts, and corporate responsibility programs to accept, organize, review, track, and reply to charitable requests
Goods & 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; 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; 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; 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; 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; "GIVING"; 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
Goods & 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; 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; 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; 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; 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; 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
Goods & Services
Class 035: 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; Class 036: 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; Class 041: 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; Class 042: 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; Class 045: 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
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; 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
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; 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
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; 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
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; 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
Goods & Services
Management of donor advised funds for charitable purposes, administration of private foundations in connection with philanthropic contributions for charitable purposes, namely, administration of financial trusts, and management of other philanthropic structures in the nature of charitable remainder trusts and charitable lead trusts; Collection of donations for charitable purposes, namely, charitable fundraising services; charitable fundraising services; financial advisory and consultancy services; advisory services related to charitable giving; Providing financial due diligence regarding charitable causes, charitable foundations and charities; Philanthropy consulting services relating to charitable fundraising in the nature of philanthropic giving; Philanthropic planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families or their advisors; "GIVING"; Software as a service (SAAS) services featuring software for use in selecting, administering, managing, tracking, monitoring, evaluating, and generating reports on philanthropic strategies and philanthropic structures; Software as a service (SAAS) services featuring software for providing selection, analysis, and management of philanthropic structures in the field of charitable donations; Software as a service (SAAS) services featuring software for matching donors with charitable causes, foundations and charities; Software as a service (SAAS) services featuring software for analyzing individual or family philanthropic giving capacity; Software as a service (SAAS) services featuring software for formation, governance, management, regulatory compliance, and disclosure compliance for donor advised funds, private foundations, and other philanthropic structures; Software as a service (SAAS) services featuring software for providing due diligence in the field of charitable organizations; Software as a service (SAAS) services featuring software for making charitable contributions; Software as a service (SAAS) services featuring software for providing donors with the ability to access, administer and manage their charitable accounts, charitable giving, donation documentation, and communications among donors and donor-fund recipients
Goods & Services
Downloadable computer software for use in selecting, administering, managing, tracking, monitoring, evaluating, and generating reports on philanthropic strategies and philanthropic structures; Downloadable computer software for providing selection, analysis, and management of philanthropic structures in the field of charitable donations; Downloadable computer software for matching donors with philanthropic causes, foundations and charities; Downloadable computer software for analyzing family or individual philanthropic giving capacity ; Downloadable computer software for formation, governance, management, regulatory compliance, and disclosure compliance for donor advised funds, private foundations, and other philanthropic structures; Downloadable computer software for providing due diligence in the field of charitable organizations; Downloadable computer software for making philanthropic and charitable donations; Downloadable computer software for providing donors with the ability to access, administer and manage their charitable accounts, charitable giving, donation documentation, and communications among donors and donor-fund recipients; Downloadable mobile application for use in selecting, administering, managing, tracking, monitoring, evaluating, and generating reports on philanthropic strategies and philanthropic structures; Downloadable mobile application for providing selection, analysis, and management of philanthropic structures in the field of charitable donations; Downloadable mobile application for matching donors with philanthropic causes, foundations and charities; Downloadable mobile application for analyzing philanthropic giving capacity; Downloadable mobile application for formation, governance, management, regulatory compliance, and disclosure compliance for donor advised funds, private foundations, and other philanthropic structures; Downloadable mobile application for providing due diligence in the field of charitable organizations; Downloadable mobile application for making charitable contributions; Downloadable mobile application for providing donors with the ability to access, administer and manage their charitable accounts, charitable giving, donation documentation, and communications among donors and donor-fund recipients; "GIVING"

Goods & Services
"FOUNDATION" AND "ADVISORS"

Owner:
Serial:88723278
Filed:Dec 11, 2019
Classes:35, 36, 41, +2
Registration:6259243
Registered:Feb 2, 2021
Goods & Services
Class 035: 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; Class 036: Providing financial information concerning public charities to facilitate grant making by private foundations; Class 041: 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; Class 042: 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; Class 045: 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

Owner:
Serial:88723281
Filed:Dec 11, 2019
Classes:35, 36, 41, +2
Registration:6337851
Registered:May 4, 2021
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 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; educational services, namely, providing non-downloadable podcasts in the field of philanthropy and corporate responsibility; Nondownloadable 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 | 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 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

Goods & Services
"PHILANTHROPY"


Owner:
Serial:88547176
Filed:Jul 29, 2019
Classes:35, 36, 42, +1
Registration:6012470
Registered:Mar 17, 2020
Goods & Services
Providing financial information concerning public charities to facilitate grant making by private foundations; 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

Goods & Services
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 & Services
Software as a service (SAAS) services featuring software for managing grants that enables users to monitor a foundation's impact, collect progress reports, and track performance metrics

Goods & Services
"FOUNDATION" AND "CONNECTIONS"

Owner:
Serial:77183492
Filed:May 17, 2007
Classes:35, 42, 45
Registration:3545818
Registered:Dec 16, 2008
Goods & Services
Class 035: 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, 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; Class 042: Application service provider (ASP) featuring software for use in the field of private foundation management and administration; application service provider featuring software for use in connection with grantmaking and grants management including organizing, tracking reviewing, researching, and responding to charitable grant requests; Class 045: Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations

Goods & Services
"CLIENT SERVICES"



Goods & Services
"FOUNDATION" and "PRESS"

Goods & Services
Board games; "GAME"

Goods & Services
Financial evaluation and analysis services provided to private charitable foundations, namely, tracking and evaluating the use of financial grants made to charities and individuals; "FOUNDATION"

Goods & Services
grants management services, namely, administration and management services that organize, track, review and respond to research grant requests; FOUNDATION and REQUESTS

Goods & Services
providing on-line information in the field of charitable private foundations; Business management and consulting; business administration in the field of charitable foundations and computerized database management; "AMERICA'S FOUNDATIONS"

Goods & Services
Providing on-line information in the field of charitable private foundations; Business management and consulting; business administration in the field of charitable foundations; computerized database management; "BACK-OFFICE"

Goods & Services
Providing on-line information in the field of charitable private foundations; Business management and consulting; business administration in the field of charitable foundations; computerized database management; "ONLINE"

Goods & Services
Class 035: Business management and consulting; business administration in the field of charitable foundations; computerized database management; Class 036: Providing on-line information in the field of charitable private foundations