USPTO serial 87080773
INVESTORS PHILANTHROPIC
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 18, 2016
- Examiner
- FENNESSY, EDWARD JOHN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Newport Beach, CA, US
Newport Beach, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Steven C. Sereboff
Steven C. Sereboff SOCAL IP LAW GROUP LLP310 N. WESTLAKE BLVD., SUITE 120WESTLAKE VILLAGE, CA 91362United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Charitable fundraising services, by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity; Consultancy of capital investment; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment consultancy; Investment of funds for others in the fields of real estate, private equity and publicly traded securities; Management of a capital investment fund; Philanthropic services concerning monetary donations; Philanthropy consultation relating to charitable fundraising; Providing financial information; Providing financial information via a web site; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families | ACTIVE | May 11, 2016 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 13, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 13, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Feb 13, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Feb 13, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 12, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 18, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 17, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 17, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 17, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 17, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 17, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 7, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 7, 2023 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Apr 7, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 24, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Oct 18, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 18, 2016 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Sep 13, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 13, 2016 | ALIE | ASSIGNED TO LIE | — |
| Aug 23, 2016 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Aug 23, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 23, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 23, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 23, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 17, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 28, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 25, 2016 | NWAP | NEW APPLICATION ENTERED | — |