PHILANTHROPY SOURCE

Live / Allowed — Fourth extension granted (statement of use) (as of 21 Aug 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 16 Jul 2024 filing date already counts against anyone who files later.

Record

Serial number
98650491
Mark type
Word mark
Filed
16 Jul 2024
Published for opposition
22 Oct 2024
Attorney of record
Thomas F. Dunn

Goods and services

  • Class 035 — Advertising and business 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
  • Class 036 — Insurance and financial services: 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
  • Class 041 — Education and entertainment 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
  • Class 042 — Scientific and technological 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, donor-advised funds, charitable trusts, and corporate responsibility programs to accept, organize, review, track, and reply to charitable requests
  • Class 045 — Legal and security services: 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

Owner

Prosecution history

  • 22 Aug 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 21 Aug 2026 — SOU EXTENSION 4 GRANTED
  • 21 Aug 2026 — SOU EXTENSION 4 FILED
  • 21 Aug 2026 — SOU TEAS EXTENSION RECEIVED
  • 21 May 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 20 May 2026 — SOU EXTENSION 3 GRANTED
  • 20 May 2026 — SOU EXTENSION 3 FILED
  • 20 May 2026 — SOU TEAS EXTENSION RECEIVED
  • 20 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 20 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 04 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 03 Dec 2025 — SOU EXTENSION 2 GRANTED

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