Quadrennial Report

Tax Exempt Organizations

2025 Filing Due to the Assessor by Monday November 3, 2025

Connecticut General Statutes §12-81(7), (10), (11), and (16) require the filing of a Tax Exempt Return from any organization seeking property tax exempt status. 

Who Should File

Any organization seeking an exemption from municipal taxes.

How to File

You must answer every question on the application.

Forms are listed below.  These forms must be signed and mailed, or uploaded prior to Monday November 3, 2025.

The deadline to file a renewal or initial application for property tax exemption is Monday November 3, 2025. All organizations that were previously granted a property tax exemption, must re-apply (regardless of when they last applied). Forms are available for download and printing at the bottom of this page.

The following documentation is required to be attached to the application:

  1. A copy of the Organization's Internal Revenue tax exempt certificate under Section 501(c) or 501(d) of the IRS Code
  2. Copies of the Organization’s By-laws and or Charter, if applicable.

You may submit the form and supporting documentation to the Assessor via the link at the bottom of this page, via USPS Mail, or via assessor@newhartfordct.gov.

Extension

Upon written request, the Assessor may grant a 60-day extension to the filing deadline. Under no circumstances can an extension be granted past Friday January 2, 2026. To request an extension, please email edomas@newhartfordct.gov.

If a Tax-Exempt Application is not filed on or before November 3, 2025, an organization may apply to the Assessor for a filing date extension pursuant to Connecticut General Statute §12-87a. 

Failure to file in a timely manner must result in the removal or denial of tax-exempt status.

Requirements for Exemption

Section 12-89 of the C.G.S. gives determination of the exemption status of real or personal property to the Assessor.  An organization claiming exemption must demonstrate to the satisfaction of the Assessor that they meet the requirements for an exemption.

Questions

For more information, please contact the Assessor at 860-379-5235.

M-3 Quadrennial Report - PDF (Tax Exempt Application - Initial & Renewal)

M-3 Quadrennial Report - Fillable PDF  (Tax Exempt Application - Initial & Renewal)

Signed and Dated Quadrennial Forms can be uploaded here.

 

The following is a listing of documents to support the tax-exempt status:

  •  IRS document (most recent) recognizing the organization as tax exempt under 26 U.S.C. Sec. 501 (c) or 501 (d).
  •  State of Connecticut Sales Tax Exemption.
  •  Evidence that the corporation has timely filed its biennial return naming officers & directors with the Secretary of State.
  •  Certificate of Need from Connecticut Office of Health Care Access.
  •  Certified copy by authorized officer of corporate charter and by-laws or good faith equivalent if applicant is not a corporation.
  •  Signed federal and/or state income tax returns, with all schedules attached for the most current year.
  •  Audited financial statements for the latest available year.
  •  Description of each source of revenue, e.g., rents, fees, grants, charges, gifts, donations and the like, generated by or for each use of all real and/or personal property.
  •  Description of all uses of real and/or personal property, owned or leased, of which an exempt activity is a part, whether or not exemption is requested for any such use or uses.
  •  Personal property declaration for the current year REQUIRED ANNUALLY and complete listing of all Connecticut registered motor vehicles.
  •  Copies of funding requests made to public institutions or private parties in the current tax year and prior tax year of the applicant.
  •  Evidence of compensation in money or in-kind paid to officers, directors and/or employee of the applicant.
  •  Evidence that the property is used as claimed