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LUCERNA FUND

Company Details

Name: LUCERNA FUND
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 12 Jul 1965 (60 years ago)
Entity Number: 189093
County: Nassau
Place of Formation: New York

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LUCERNA FUND 403(B) PLAN 2023 116044099 2024-04-25 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2022 116044099 2023-04-20 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2021 116044099 2022-08-05 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2020 116044099 2021-09-23 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2019 116044099 2020-09-09 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2018 116044099 2019-09-19 LUCERNA FUND 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2017 116044099 2018-09-28 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403(B) PLAN 2016 116044099 2017-10-04 LUCERNA FUND 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
LUCERNA FUND 403B PLAN 2015 116044099 2016-06-21 LUCERNA FUND 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050

Plan administrator’s name and address

Administrator’s EIN 116044099
Plan administrator’s name LUCERNA FUND
Plan administrator’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
Administrator’s telephone number 5168838280
LUCERNA FUND 403B PLAN 2014 116044099 2015-06-23 LUCERNA FUND 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 5168838280
Plan sponsor’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050

Plan administrator’s name and address

Administrator’s EIN 116044099
Plan administrator’s name LUCERNA FUND
Plan administrator’s address 85 CHANNEL DRIVE, PORT WASHINGTON, NY, 11050
Administrator’s telephone number 5168838280

Signature of

Role Plan administrator
Date 2015-06-23
Name of individual signing WILLIAM B O'CONNOR

Agent

Name Role Address
LUCERNA FUND Agent 13 SO. MARYLAND AVE., PORT WASHINGTON, NY, 11050

Filings

Filing Number Date Filed Type Effective Date
C214170-2 1994-08-18 ASSUMED NAME CORP INITIAL FILING 1994-08-18
A95895-2 1973-08-29 CERTIFICATE OF AMENDMENT 1973-08-29
507537-11 1965-07-12 CERTIFICATE OF INCORPORATION 1965-07-12

Trademark

Mark US Serial Number Application Filing Date US Registration Number Registration Date
CML 73186989 1978-09-26 1128021 1979-12-18
Trademark image
Register Principal
Mark Type Service Mark
Status The registration has been renewed.
Status Date 2021-09-28

Mark Information

Mark Literal Elements CML
Standard Character Claim Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type 1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services

For [ SERVICE OF PROVIDING THE BLIND, VISUALLY IMPAIRED, AND PHYSICALLY HANDICAPPED WITH ] [ PHONOGRAPHIC ] [RECORDINGS OF SELECTIONS FROM MAGAZINES AND, FROM TIME TO TIME, NEWSPAPERS AND OTHER MEDIA, AND BOOKS, FREE OF CHARGE ] (( * Charitable services, namely, providing audio tapes, digital cartridges and downloadable digital audio recordings featuring selections from magazines, newspapers, newsletters, websites, albums, CDs, private collectors, government collections, blogs, social media and online publications in the fields of current events and entertainment and on a wide variety of topics to the blind, visually impaired, and physically handicapped free of charge * ))
International Class(es) 041 - Primary Class
U.S Class(es) 100, 101, 107
Class Status ACTIVE
Basis 1(a)
First Use Jul. 25, 1978
Use in Commerce Aug. 29, 1978

Basis Information (Case Level)

Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information

Owner Name LUCERNA FUND
Owner Address 85 Channel Drive PORT WASHINGTON, NEW YORK UNITED STATES 11050
Legal Entity Type CORPORATION
State or Country Where Organized NEW YORK

Attorney/Correspondence Information

Attorney Name Carole R. Klein
Attorney Email Authorized Yes
Attorney Primary Email Address trademarks@morganlewis.com
Fax 202.739.3001
Phone 202.739.5517
Correspondent e-mail carole.klein@morganlewis.com, antonio.teixeira@morganlewis.com, trademarks@morganlewis.com
Correspondent Name/Address Carole R. Klein, Morgan, Lewis & Bockius LLP, 1111 Pennsylvania Avenue, NW, Attention: TMSU, Washington, DISTRICT OF COLUMBIA UNITED STATES 20004
Correspondent e-mail Authorized Yes

Prosecution History

Date Description
2021-09-28 NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
2021-09-28 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-09-28 REGISTERED AND RENEWED (THIRD RENEWAL - 10 YRS)
2021-09-28 REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-09-28 AMENDMENT UNDER SECTION 7 - PROCESSED
2021-09-21 PETITION TO DIRECTOR GRANTED
2020-10-05 PETITION PENDING - AMENDMENT COMMENT PERIOD
2020-09-21 TEAS RESPONSE TO PETITION INQUIRY LETTER
2020-09-16 PETITION INQUIRY LETTER ISSUED
2020-03-27 ASSIGNED TO PETITION STAFF
2020-02-21 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-02-01 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2019-12-18 TEAS SECTION 8 & 9 RECEIVED
2019-12-18 TEAS SECTION 7 REQUEST RECEIVED
2019-12-18 TEAS PETITION TO DIRECTOR RECEIVED
2018-12-18 COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2009-02-23 REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
2009-02-23 REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2009-02-18 ASSIGNED TO PARALEGAL
2009-02-16 TEAS SECTION 8 & 9 RECEIVED
2008-01-30 CASE FILE IN TICRS
2000-07-10 REGISTERED - SEC. 8 (10-YR) ACCEPTED/CHECK RECORD FOR SEC. 9
2000-07-10 REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2000-07-10 REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
1999-12-09 REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
1985-08-05 REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
1985-04-26 REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

TM Staff and Location Information

Current Location GENERIC WEB UPDATE
Date in Location 2021-09-28
CHOICE MAGAZINE LISTENING 73186874 1978-09-25 1132443 1980-04-01
Trademark image
Register Principal
Mark Type Service Mark
Status The registration has been renewed.
Status Date 2021-03-20

Mark Information

Mark Literal Elements CHOICE MAGAZINE LISTENING
Standard Character Claim Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type 1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services

For [ PROVIDING THE BLIND, VISUALLY IMPAIRED, AND PHYSICALLY HANDICAPPED WITH PHONOGRAPHIC RECORDINGS OF SELECTIONS FROM MAGAZINES AND, FROM TIME TO TIME, NEWSPAPERS AND OTHER MEDIA, AND BOOKS, FREE OF CHARGE ] (( * Charitable services, namely, providing audio tapes, digital cartridges and downloadable digital audio recordings featuring selections from magazines, newspapers, newsletters, websites, albums, CDs, private collections, government collections, blogs, social media and online publications in the fields of current events and entertainment and on a wide variety of topics to the blind, visually impaired, and physically handicapped free of charge * ))
International Class(es) 041 - Primary Class
U.S Class(es) 100, 101, 107
Class Status ACTIVE
Basis 1(a)
First Use Apr. 27, 1962
Use in Commerce Sep. 15, 1962

Basis Information (Case Level)

Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information

Owner Name LUCERNA FUND
Owner Address 85 Channel Drive PORT WASHINGTON, NEW YORK UNITED STATES 11050
Legal Entity Type NEW YORK NOT-FOR-PROFIT CORPORATION
State or Country Where Organized NEW YORK

Attorney/Correspondence Information

Attorney Name Carole R. Klein
Attorney Email Authorized Yes
Attorney Primary Email Address trademarks@morganlewis.com
Fax 202-739-3001
Phone 202-738-5517
Correspondent e-mail trademarks@morganlewis.com, antonio.teixeira@morganlewis.com, seth.rappaport@morganlewis.com, carole.klein@morganlewis.com
Correspondent Name/Address Carole R. Klein, MORGAN, LEWIS & BOCKIUS LLP, 1111 Pennsylvania Avenue, NW, Attention: TMSU, Washington, DISTRICT OF COLUMBIA UNITED STATES 20004
Correspondent e-mail Authorized Yes

Prosecution History

Date Description
2021-03-20 NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
2021-03-20 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-03-20 REGISTERED AND RENEWED (THIRD RENEWAL - 10 YRS)
2021-03-20 REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-03-20 AMENDMENT UNDER SECTION 7 - PROCESSED
2021-01-15 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-01-05 PETITION TO DIRECTOR GRANTED
2020-10-06 PETITION PENDING - AMENDMENT COMMENT PERIOD
2020-08-13 TEAS RESPONSE TO PETITION INQUIRY LETTER
2020-07-31 PETITION INQUIRY LETTER ISSUED
2020-07-28 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-07-28 ASSIGNED TO PETITION STAFF
2020-07-20 ASSIGNED TO PETITION STAFF
2020-03-25 TEAS SECTION 8 & 9 RECEIVED
2020-03-25 SEC 7 REQUEST FILED
2020-03-25 TEAS PETITION TO DIRECTOR RECEIVED
2019-04-01 COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2012-03-22 REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD
2012-02-15 FAX RECEIVED
2009-10-15 REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
2009-10-15 REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2009-10-14 CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2009-09-08 TEAS SECTION 8 & 9 RECEIVED
2008-01-31 CASE FILE IN TICRS
2000-06-29 REGISTERED - SEC. 8 (10-YR) ACCEPTED/CHECK RECORD FOR SEC. 9
2000-06-29 REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2000-06-29 REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
1999-12-09 REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
1999-12-09 REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
1985-10-07 REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
1985-04-26 REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
1985-04-26 SEC 7 REQUEST FILED

TM Staff and Location Information

Current Location GENERIC WEB UPDATE
Date in Location 2021-03-20

Date of last update: 25 Jan 2025

Sources: New York Secretary of State