USPTO serial 88373549
U.S. CHARITABLE GIFT TRUST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 7, 2020
- Examiner
- JOHNSON, BRITTANY S
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
BOSTON, MA, US
BOSTON, MA, US
The Trustee of Eaton Vance Management
Boston, MA, US
Other trademarks owned by The Trustee of Eaton Vance Management
The Trustee of Eaton Vance Management
Boston, MA, US
Other trademarks owned by The Trustee of Eaton Vance Management
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Richard L. Sampson
Richard L. Sampson DAVIS, MALM & D'AGOSTINE, P.C.ONE BOSTON PLACE, SUITE 3700BOSTON, MA 02108United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable savings accounts for philanthropic purposes; Financial services, namely, financial administration of a pooled income fund program whereby donors contribute to a public charity and receive income payments; Financial services, namely, managing donor-advised funds for charitable purposes; Providing financial information related to charitable services via the Internet | ACTIVE | Oct 28, 2019 |
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.
- Other trademarks owned by EV LLC
- Other trademarks owned by EV LLC
- Other trademarks owned by The Trustee of Eaton Vance Management
- Other trademarks owned by The Trustee of Eaton Vance Management
- Other trademarks in Class 036
- Similar marks named U.S. CHARITABLE GIFT TRUST
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 7, 2026 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 7, 2026 | 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 6, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 21, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jan 7, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 8, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 17, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 7, 2020 | 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. |
| Dec 2, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Nov 22, 2019 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Nov 21, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 21, 2019 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 31, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 31, 2019 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 31, 2019 | IUAF | USE AMENDMENT FILED | — |
| Oct 30, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 30, 2019 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Oct 30, 2019 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jun 12, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 12, 2019 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 12, 2019 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 5, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 23, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 9, 2019 | NWAP | NEW APPLICATION ENTERED | — |