2025-09-09T17:10:27-04:00 2025-06-30 043395132 DAN CLASBY & COMPANY 100 CUMMINGS CENTER SUITE 238C BEVERLY MA 01915 990PF 2024-07-01 046504871 DORIS L BENZ TRUST C/O RONALD P WEYLAND CO-TRUSTEE DORI 6033031128 20 DOGTOWN ROAD EXETER NH 038334518 RONALD P WEYLAND CO-TRUSTEE 6033031128 2025-08-27 true false DANIEL E CLASBY P01269589 9789229900 2025-09-09 X 2024 2025-03-06 01:10:19Z X 11702751 X X 12080 12080 320615 320615 190198 1688579 190198 522893 522893 71868 35934 35934 3800 3800 58299 58299 8224 580 115 115 142306 98728 35934 517418 517418 659724 98728 553352 -136831 424165 5959 3825 3825 849696 358287 358287 2888165 2561014 8053879 2541199 3225062 3286760 6285019 6148188 11702751 0 X 5984342 5866616 300677 281572 6285019 6148188 6285019 6148188 6285019 -136831 6148188 6148188 107 SHS APPLE INC P 2020-05-14 2024-10-29 24977 8133 16844 16844 192 SHS AUTOMATIC DATA PROCESSING P 2020-05-14 2024-10-29 55123 7093 48030 48030 863 SHS VANGUARD REAL ESTATE ETF P 2012-05-02 2024-10-29 82406 50283 32123 32123 454 SHS JPMORGAN CHASE & CO P 2014-05-15 2024-10-29 10073 2528 7545 7545 58 SHS MICROSOFT CORP P 2009-10-20 2024-10-29 24908 1538 23370 23370 285 SHS NVIDIA P 2022-03-22 2024-10-29 40030 7661 32369 32369 2101 SHS TORONTO DOMINION BANK P 2014-05-15 2024-10-29 117220 99968 17252 17252 121 SHS WALMART INC P 2010-12-08 2024-10-29 9988 2230 7758 7758 52928.022 SHS PUTNAM ULTRA SHORT DUR P 2023-03-07 2024-10-29 536161 530868 5293 5293 13016.845 SHS EATON VANCE STRATEGIC P 2023-12-07 2024-10-29 86302 85000 1302 1302 69203.848 SHS EATON VANCE STRATEGIC P 2013-12-18 2024-10-29 458821 505079 -46258 -46258 19800 SHS SP500 CLIRN ISS CIBC P 2023-04-27 2025-04-25 242570 198000 44570 44570 190198 1302 5896 5896 5896 5350 5350 546 false false false false false false false true true NH true false false false false true N/A RONALD P WEYLAND 6033031128 20 DOGTOWN ROAD EXETER NH 038334518 false false false false false false false false false false false false false false false false false false false false RONALD P WEYLAND 20 DOGTOWN ROAD EXETER NH 038334518 CO-TRUSTEE 7.00 35934 0 0 JANICE W SINCLAIR 25 OCOEE DRIVE BLUFFTON SC 29910 CO-TRUSTEE 7.00 35934 0 0 NONE MERRILL LYNCHTHE BATTAGLIA GROUP 25 BURLINGTON MALL RD BURLINGTON MA 01803 INVESTMT MGT 58299 N/A 11195583 504012 0 11699595 11699595 175494 11524101 576205 576205 5896 5896 570309 570309 570309 553352 553352 570309 502734 553352 502734 50618 519691 NONE NONE THE DORIS L BENZ TRUST 20 DOGTOWN ROAD EXETER NH 038334518 6033031128 R.WEYLAND@ICLOUD.COM WRITE TO PART XV 2A, INCLUDE IRS DETERMINATION LETTER AS A 501(C)(3) ORGANIZATION NO SUBMISSION DEADLINES RESTRICTIONS APPLY, ONE HALF OF SAID INCOME SHALL BE USED FOR SCHOLARSHIPS FOR STUDENTS GRADUATING FROM INTERLAKES REGIONAL HIGH SCHOOL, SANDWICH, NH. STUDENTS GRADUATING FROM ANY HIGH SCHOOL LOCATED IN CARROLL COUNTY NEW HAMPSHIRE. THE REMAINING ONE HALF OF INCOME SHALL BE DISTRIBUTED ANNUALLY TO SUCH EXEMPT ORGANIZATIONS 501(C) (3) LOCATED IN MASSACHUSETTS OR NEW HAMPSHIRE. NEW HAMPSHIRE CHARITABLE FOUNDATION 38 PLEASANT STREET CONCORD NH 03301 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 251367 FRIENDS OF ROWLEY COUNCIL ON AGING 39 CENTRAL ST ROWLEY MA 01969 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 5000 ENDICOTT COLLEGE 376 HALE STREET BEVERLY MA 01915 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 10000 HUGGINS HOSPITAL 240 S MAIN ST WOLFEBORO NH 03894 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 22500 DORIS BENZ COMMUNITY CENTER 18 HEARD ROAD CTR SANDWICH NH 03227 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 35000 PARTNERS IN DEVELOPMENT 174 HIGH ST STE 106 IPSWICH MA 01938 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 10000 RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 15000 SOUTHERN NH UNIVERSITY 200 NORTH RIVER RD MANCHESTER NH 03106 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 10000 SANDWICH CHILDRENS CENTER 54 MAPLE ST SANDWICH NH 03227 NONE IRC 501(C)(3 CHARITABLE DISTRIBUTION 15000 NEW ENGLAND EQUINE RESCUE NORTH INC 52 ASH ST NEWBURY MA 01985 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 30000 PLUMMER YOUTH PROMISE INC 37 WINTER ISLAND RD SALEM MA 01970 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 5000 MARY & JOAN ELLIOT CHARITABLE FOUNDATION 701 RIVERWAY PL 7 BEDFORD NH 03110 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 5000 WOMEN'S FRIEND SOCIETY 12 HAWTHORNE BLVD SALEM MA 01970 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 5000 CASTLE IN THE CLOUDS 455 OLD MOUNTAIN RD MOULTONBOROUGH NH 03254 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 15525 VOUCHERS FOR VETERANS PO BOX 42 ROCHESTER NH 03866 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 20000 WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY ST NORTH ANDOVER MA 01845 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 10000 OYSTER RIVER WOMENADE PO BOX 554 DURHAM NH 03824 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 15000 AGASSIZ VILLAGE 9 VERNON ST FRAMINGHAM MA 01701 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 15000 HERO PUPS INC 20 PORTSMOUTH AVE 127 STRATHAM NH 03885 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 13026 CAMP HALE 92 MILLBRIDGE RD SANDWICH NH 03227 NONE IRC 501(C)3 CHARITABLE DISTRIBUTION 10000 517418 14 12080 14 320615 18 190198 522893 522893 false false false false false false false false false false TAX PREPARATION 990-PF 1000 1000 ACCOUNTING AND BOOKKEEPING 2800 2800 CORPORATE STOCK 2561014 8053879 MUTUAL FUNDS AT COST 3225062 3286760 EXPENSES PUBLICATION FEE & MISC 115 115 MERRILL LYNCH INVESTMENT FEES 58299 58299 FOREIGN DIVIDEND TAX 505 505 NH ANNUAL REPORT 75 75 FEDERAL INCOME TAXES 7644