Mark:

FOUNDATION SOURCE ADVISORS

Status Date:

11-30-2023

Registration Number:

N/A

Goods and 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 Providing financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for 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 for private foundations; business administration services, namely, business reporting in the nature of regulatory reporting services for private foundations and 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

Class:

Legal services

Published for Opposition Date:

07-20-2021

Mark Drawing Status:

4

Business Name:

ONE BEACON STREETSUITE 11600