FOUNDATION SOURCE
Mark Identification

FOUNDATION SOURCE

Serial Number

88723278

Filing Date

Dec 11, 2019

Registration Date

Feb 2, 2021

Trademark by

FOUNDATION SOURCE PHILANTHROPIC SERVICES INC.

Active Trademark

Classification Information

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

Advertising and Business

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

Insurance and Financial

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

Education and Entertainment

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

Computer and Scientific

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

Personal