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Disclosure reporting details

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Lobbyist Entity disclosure reporting period: 01/01/2014 - 06/30/2014

Authorizing Officer name	Kerry Marie Whelan
Title	Authorizing Officer
Business name	Kerry Whelan
Address	500 Boylston Street 5th Floor
City, state, zip code	Boston, MA 02116
Country	US
Phone	617-419-4789

Compensation/Salaries Paid

Lobbyist or Entity name	Salaries
Kerry Marie Whelan	$13,875.00
Total salaries paid	$13,875.00

Operating Expenses

Date	Type of expense	Amount
1/1/2014-6/30/2014	Advertising expenses	$0.00
1/1/2014-6/30/2014	Photocopies, scans	$0.00
1/1/2014-6/30/2014	Computer equipment, supplies	$0.00
1/1/2014-6/30/2014	Professional dues	$0.00
1/1/2014-6/30/2014	Fax charges	$0.00
1/1/2014-6/30/2014	Internet fees	$0.00
1/1/2014-6/30/2014	Legal fees	$0.00
1/1/2014-6/30/2014	Postage, shipping, delivery	$0.00
1/1/2014-6/30/2014	Office supplies, equipment	$0.00
1/1/2014-6/30/2014	Printing expenses	$0.00
1/1/2014-6/30/2014	Public relations expenses	$0.00
1/1/2014-6/30/2014	Rent	$0.00
1/1/2014-6/30/2014	Office and support staff salaries	$0.00
1/1/2014-6/30/2014	Professional subscriptions	$0.00
1/1/2014-6/30/2014	Taxes	$0.00
1/1/2014-6/30/2014	Telephone, cell phone, handheld	$0.00
1/1/2014-6/30/2014	Utilities (heat, water, electricity)	$0.00
1/1/2014-6/30/2014	Other operating expenses	$0.00
	Total operating expenses	$0.00

Activities, Bill Numbers and Titles

Sub-agent: Kerry Marie Whelan

Client: Steward Health Care LLC

Total amount paid by client; lobbyist is unable to report compensation at activity level: $13,875.00

House / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
House Bill	3452	An Act implementing the Affordable Care Act and providing further access to affordable health care	Neutral	$0.00	n/a
House Bill	3538	An Act making appropriations for the Fiscal Year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Neutral	$0.00	n/a
Senate Bill	1800	Text of the Senate amendments to the House Bill making appropriations for the fiscal year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Support	$0.00	n/a
House Bill	1011	An Act to reduce liability of acute hospitals to the Health Safety Net Trust Fund	Support	$0.00	n/a
Senate Bill	1812	An Act implementing the Affordable Care Act and providing further access to affordable health care	Neutral	$0.00	n/a
House Bill	3566	Message from His Excellency the Governor returning with his disapproval of certain sections, and also with recommendation of amendment of certain sections contained in the engrossed Bill making appropriations for the fiscal year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Neutral	$0.00	n/a
House Bill	3538	An Act making appropriations for the Fiscal Year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Support	$0.00	n/a
House Bill	3559	Engrossed Bill relative to a hospital merger market impact review	Neutral	$0.00	n/a
Senate Bill	3	Text of the recommended amendment to the House Bill making appropriations for the fiscal year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements. Amendment 598 to SB 3 Sustainable Medicaid Rates for Disproportionate Share Hospitals	Support	$0.00	n/a
House Bill	1010	An Act Relative to Direct Contracting of Risk Bearing Provider Organizations with Certain State Agencies.	Support	$0.00	n/a
House Bill	3400	An Act making appropriations for the fiscal year 2014 for the maintenance of the departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Neutral	$0.00	n/a
House Bill	1	An Act making appropriations for FY2014	Neutral	$0.00	n/a
House Bill	3401	Printed as amended version of the Bill making appropriations for the fiscal year 2014 for the maintenance of departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements	Neutral	$0.00	n/a
			Total amount	$0.00

Meals, Travel, and Entertainment Expenses

No meals, travel, or entertainment expenses were filed for this disclosure reporting period.

Additional Expenses

No additional expenses were filed for this disclosure reporting period.

Campaign Contributions

Date	Lobbyist name	Recipient name	Office sought	Amount
02/27/2014	Kerry Marie Whelan	Harriette Chandler	Senate-1st Worcester	$100.00
02/27/2014	Kerry Marie Whelan	Martha Coakley	Governor	$200.00
02/27/2014	Kerry Marie Whelan	Richard T. Moore	Senate-Worcester & Norfolk	$200.00
02/27/2014	Kerry Marie Whelan	Brian Dempsey	Representative - 3rd Essex	$200.00
02/27/2014	Kerry Marie Whelan	Ronald Mariano	3rd Norfolk	$200.00
04/01/2014	Kerry Marie Whelan	Stephen Brewer	Senate-Worcester,Hampden,Hamps hire & Middlesex	$100.00
04/14/2014	Kerry Marie Whelan	Warren Tolman	Attorney General	$200.00
04/14/2014	Kerry Marie Whelan	Barry Finegold	State Treasurer	$200.00
04/14/2014	Kerry Marie Whelan	Ian Ryan	Representative-1st Barnstable	$200.00
04/16/2014	Kerry Marie Whelan	Tackey Chan	Representative - 2nd Norfolk	$100.00
04/24/2014	Kerry Marie Whelan	Michael Rush	Senate-Norfolk & Suffolk	$100.00
05/28/2014	Kerry Marie Whelan	Tom Kock	Mayor of Quincy	$100.00
			Total contributions	$1,900.00

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