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Home My WebLink About2024-06-24-Lenihan-Dissolution S + Form CPF M 142: Campaign Finance Report Municipal Form Office of Campaign and Political Finance Commonwealth of Massachusetts File with: City or Town Clerk or Election Commission Fill in Reporting Period dates: Beginning Date: 3/26/2024 Ending Date: 6/14/2024 Type of Report: (Check one) 138th day preceding preliminary ® 8th day preceding election ® 30 day after election ® year-end report El dissolution Kathleen Lenihan Kathleen Lenihan for School Committee Candidate Full Name(if applicable) Committee Name Lexington School Committee Margaret Counts-Klebe Office Sought and District Name of Committee Treasurer 60 Bloomfield St, Lexington, MA 02421 8 Hancock Ave, Lexington, MA 02420 Residential Address Committee Mailing Address E-mail: kathleenl lenihan@gmail.com E-mail: margck@yahoo.com Phone#: Phone#; SUMMARY BALANCE INFORMATION: Line 1: Ending Balance from previous report $298.56 Line 2: Total receipts this period(page 3,line 12) 0 Line 3: Subtotal(line 1 plus line 2) 298.56 ;v.r Line 4: Total expenditures this period(page 5,line 15) $298.56 < Line 5: Ending Balance(line 3 minus line 4) w Line 6: Total in-kind contributions this period(page 6,line 18) Line 7: Total(all)outstanding liabilities(page 7,line 19) Line 8:Total out-of-pocket expenses this period(page 8,line 22) Line 9: Name of bank(s)used: Cambridge Trust Affidavit of Committee Treasurer: I certify that I have examined this report including attached schedules and it is,to the best of my knowledge and belief,a true and complete statement of all campaign finance activity,including all contributions,loans,receipts,expenditures,disbursements,in-kind contributions and liabilities for this reporting period and represents the campaign f nance activity of all persons acting under the ority or on behalf of thi copnittee in cordance th a requirements of M.G.L.c.55. Signed under the penalties of perjury: usurer's signature) Date: FOR_CANDIDATE FILINGS MY: Affidavit of Candidate:(check 1 box only) Candidate with Committee certify that I have examined this report including attached schedules and it is,to the best of my knowledge and belief,a true and complete statement of all campaign finance ILS activity,of all persons acting under the authority or on behalf of this committee in accordance with the requirements of M.G.L.C.55. 1 have not received any contributions, incurred any liabilities nor made any expenditures on my behalf during this reporting period that are not otherwise disclosed in this report. Candidate without Committee ❑ I certify that I have examined this report including attached schedules and it is,to the best of my knowledge and belief,a true and complete statement of all campaign finance activity,including contributions,loans,receipts,expenditures,disbursements,in-kind contributions and liabilities for this reporting period and represents the campaign finance activity of all persons acting under the authority or o behalf of this candidate in accordance with the requirements of M.G.L.c.55. Signed under the penalties of perjury: (Candidate's signature) Date: aC M102(1212023) SCHEDULE A: RECEIPTS M.G.L.c.55 requires the name and residential address be reported,in alphabetical order,for all receipts from a contributor over$50 in the aggregate in a calendar year.In addition,the occupation and employer must be reported for each contributor who contributes$200 or more in a calendar year.Receipts from a contributor of $50 and less in the aggregate in a calendar year can be reported in total without itemization,however,the candidate or committee must keep detailed accounts and records of all contributions received of any amount.In determining aggregate amounts received from a contributor,add monetary as well as in-kind contributions received.If a candidate intends a candidate monetary contribution to be a loan,enter the information on this schedule and on Schedule D Liabilities. Attach additional pages as needed to report all receipts.Please include the candidate or committee name and a page number on each additional page. Name and Residential Address Occupation&Employer Date Received (alphabetical listing required) Amount (for contributions of$200 or more) V r.d .... yq Y V rw� C Enter receipt totals on Page 3 Page 2 1 1. SCHEDULE A: RECEIPTS (continued) Name and Residential Address Occupation&Employer Date Received (alphabetical listing required) Amount (for contributions of$200 or more) m,-A 'pm ii Line 10: Total Receipts over$50(or listed above) *Ifyou have itemized receipts of$50 and under, include them in line 10. Line 11 Line 11: Total Receipts$50 and under(not listed above) should include only those receipts not itemized above. Line 12: TOTAL RECEIPTS IN THE PERIOD Enter on page 1,line 2 Page 3 SCHEDULE B: EXPENDITURES M.G.L.c.55 requires for each expenditure over$50 that the candidate or committee list the name and address,in alphabetical order,to whom each expenditure is paid in a reporting period.Expenditures of$50 and less can be reported in total without itemization,however,the candidate or committee must keep detailed accounts and records of all expenditures made of any amount.Do not include out-of-pocket expenditures of candidate reported on Schedule E. Attach additional pages as needed to report all expenditures.Please include the candidate or committee name and a page number on each additional page. To Whom Paid Date Paid (alphabetical listing) Address Purpose of Expenditure Amount 3/31/2024 Cambridge Trust Bank Fees $11.35 4/30/2024 Cambridge Trust Bank Fees $10 5/31/2024 Cambridge Trust Bank Fees 10 6/14/2024 Kathleen Lenihan Loan reimbursement $267.21 .7 0' Lai •,,,1 Enter expenditure totals on Page 5 Page 4 SCHEDULE B. EXPENDITURES (continued) To Whom Paid Date Paid (alphabetical listing) Address Purpose of Expenditure Amount Jr... rn lr.r .k *Ifyou have itemized expenditures of$50 Line 13: Expenditures over$50(or listed above) and under,include them in line 13. Line 14 should include only those expenditures not Line 14:Expenditures$50 and under(not listed above) itemized above. Enter on page I,tine 4 Line 15: TOTAL EXPENDITURES IN THE PERIOD Page 5 SCHEDULE C: "IN-KIND" CONTRIBUTIONS M.G.L.c.55 requires the name and residential address be reported for all in-kind contributions from a contributor over$50 in the aggregate in a calendar year.In addition,the occupation and employer must be reported for each contributor who contributes$200 or more in a calendar year.Receipts from a contributor of$50 and less in the aggregate in a calendar year can be reported in total without itemization,however,the candidate or committee must keep detailed accounts and records of all contributions received of any amount.In determining aggregate amounts received from a contributor,add monetary as well as in-kind contributions received.Do not include out-of-pocket expenditures of candidate reported on Schedule D.Attach additional pages as needed to report all receipts.Please include the candidate or committee name and a- a e number on each additional page. Date Received From Whom Received* Residential Address Description of Contribution Value *Ifyou have itemized in-kind contributions of Line 16:In-Kind Contributions over$50(or listed above) $SO and under,include them in line 16. Line 17 should include only those expenditures not Line 17:In-Kind Contributions$50 and under(not listed above) itemized above. Enter on page 1,line 6 Line 18:TOTAL IN-HIND CONTRIBUTIONS IN THE PERIOD Page 6 SCHEDULE D: LIABILITIES M.G.L. c. 55 requires committees to report ALL liabilities which have been reportedpreviously and the outstanding balance, as well as those liabilities incurred during this reporting period. Date Incurred To Whom Due Address Purpose Amount r� ,=te 3-r_ � j r A Enter on page 1,line 7 a Line 19: TOTAL OUTSTANDING LIABILITIES(ALL) Page 7 SCHEDULE E: CANDIDATE OUT-OF-POCKET EXPENSES out-of-pocket expenses are expenditures on behalf of a candidate or candidate's committee made directly to a vendor using a candidate's personal funds.The information entered on Schedule E is not also entered on Schedule A or Schedule B.Direct monetary contributions from a candidate,which are deposited into the committee bank account,are receipts that should be listed in Schedule A.If a candidate intends an out-of-pocket expense to be a loan,enter the information on this schedule and on Schedule D:Liabilities.Attach additional pages as needed to report all expenditures.Please include the candidate or committee name and a page number on each additional page. Name and Address of Vendor Date Paid (alphabetical listing required) Amount Purpose of Expenditure Nor C f�1 Line 20: Total Itemized Out-Of-Pocket Expenditures Over$50 *Myou have out-of-pocket expenses of$50 (or listed above) and under, Include them in line 20. Line 21 Line 21:Total Unitemized Out-Of-Pocket Expenditures$50 andshould include only those expenditures not under(not listed above) FItemized above. Line 22:TOTAL OUT-OF-POCKET EXPENDITURES IN THE PERIOD Enter on page 1,line 8 Page 8 *Schedule E is not for ballot question committee use. 16/19124,3.,42 PM Yahoo Mail-Re:Estate Planning Documents Re: Estate Planning Documents From: Rebecca O'Brien (robrien@ocilaw.com) To: skottk@gmail.com; margck@yahoo.com Date: Thursday, February 7, 2019 at 10:45 AM FST Margaret and Skott, Attached are your updated estate planning documents. The only changes since the ones I sent previously are to Section 6.7, distribution in the case of no descendants. Below is the new language. Please let me know if you would like any changes or if you have any questions about any of the documents. As for the trust you were asking about, is that the same as the GST trust with Bank of America as trustee? It sounded like a different one, but I wasn't sure. I do have a copy of the Bank of America trust. I will mark Tuesday at 11 on my calendar and plan to see you then, but of course if the neighbors need a different time we can adjust. Best regards, Rebecca 6.7 Whenever any property is to be distributed as provided in this Section 6.7, the Trustee will distribute such property as follows: (a) To the Special Needs Arts Programs, Inc. of Lexington, MA, $10,000 (b) 4f the remaining assets after the distribution in (a) above has been made: 1. 25% to St. John's College, Annapolis, Maryland 2. 9% to Rebecca Klebe Galipeau 3. 8% to Amelia Galipeau 4. 8%to Abigail Galipeau 5. 10% to First Parish Church, Lexington s �M1y 6. 16% to Laura Counts "r - t� 7. 12% to Niko Mechanic 8. 12% to Ruby Mechanic abouthlank 1112