CAAOM3 rev. 2015TaxExemptApplication
Municipality:
Year
CheckApplicationType:InitialApplicationQuadrennialReport(Renewal)AdditionalReport(Interim) Ataxexempt applicationofcharitableandofcertainotherorganizations,isrequiredbyC.G.S.§12-81and§12-87. Scientific,educational,literary,historical,orcharitableinstitution,anagriculturalorhorticulturalsociety,acemeteryorganization,orahospital
society*,orcorporation*orsanatorium*mustfileareturneveryfouryears. Anadditionalreportmustbefiledinanyassessmentyear
thatisnotarequiredfilingyearwhenseekingexemptionforpropertyacquiredorpreviouslynotexempt.Applicationsmustbefiledwiththeassessor ineachtowninwhichexemptpropertyissituatedandowned ontheassessmentday.Applicationsorreturnsmustshowallpropertyforwhichexemptstatusissought,andmustbefiledwitheachassessoronorbeforeNovember1,orifsuchdayisaSaturdayorSunday,onthenextbusinessday.
NameofOrganization ContactPerson MailingAddress City/State/Zip Telephone E-mail Fax
1.Whatarethepurposes of thisorganization -Submitcopy ofthecharterandby-laws.
2.Exemptionisclaimedinaccordancewithwhich section of theCONNECTICUTGENERALSTATUTES?
SeeC.G.S.Sectionnumbertitleslistedbelowsignatureblockandthosestatutesonlasttwopages.
Ifnotanagricultural, horticultural or cemetery society,isthegrossincome of suchcorporation
3.entirelydevotedtoscientific,educational,literary,historical,charitable, orhospitalpurposesortotwo or moresuchpurposes?
YesNo
4.Lastfiscalyearenddate:Grossincome for fiscal year:Amount of income used forother than Item 1 purposes.
$$%of total income
Identifysources of
Donations
Fees
Rentals
Grants
Subsidies bylocal,State or Federal
Other
incomeas%of total%%%%
Governments
%%
5.Lastfiscalyearenddate:Grossexpensesforfiscalyear:Expensesdevotedto otherthanItem 1 purposes.
$$%of totalexpenses
Identifyexpenses
Salaries
Maintenance
Rent
Mortgage
Other(describe)
as a%of total%%%%
Agricultural,horticulturalsocietiesonly: ifsuch corporationisreceivingfrom thestatereimbursement
6.inpartforcashpremiumsgivenatanagricultural or horticulturalexhibition held by itinthestate, enterthedatelastreimbursementwasreceived:
-%
7.Cemeteryorganization only:Is gross income entirelydevoted to cemeterypurposes?YesNo
Isanyofficer,member, or employee of thisorganization receiving, ormayhe at any futuretime
8.(evenineventof its dissolution)receiveanypecuniary profitfrom itsoperations,exceptreasonablecompensationpaidforservicesineffecting oneor moreofitspurposes, or as a proper
beneficiaryof itsstrictlycharitablepurposes?
Ifanswerisyes,showherethemanner by which such individualpecuniary profitmay bereceived.
YesNo
9.Whatwould bethedispositionofprofitwhichtheorganization mightmake?
Does organization’s chartercontainanyprovisions relativeto the disposition of incidentalprofit?YesNo
Ifyes,highlightpertinentsections ofthecharter. Ifnoexplain.
10.Whatwould become of the propertyof suchorganization inthe event of its dissolution?
Does organization’s chartercontainanyprovisions relativeto its dissolution?
Ifyes,highlightpertinentsectionsofcharter/bylaws.YesNo
11.Hastheorganizationfiled aFederaland/orStateincometaxforthecurrentfiscalyear? If yes,attach copy.
12.
On assessment dayin the year of thereturn,specifybookandmarketvalues of tangible personal propertyof suchorganization.Attachpersonalpropertydeclarationandlistregisteredmotorvehicleson thisform.
13.Is alltangiblepersonalpropertyclaimed on the personalpropertydeclarationdevoted to carryingout purposesforwhich exemption isclaimed?Ifnot,listitems below.
Describe / PropertyCode / Yr.Acq’d / $14.Describe realestate,givingnumber of parcels,location, areaanduses. Ifadditionallinesneeded - copyandattach.
Location – StreetandMap/Block/Lot / Area–Land/Bldg. / Uses15.Isalltherealestatebeingusedexclusivelyforpurposes of theorganizationasstatedin item
Number1.If notlistthosenotsousedbelowYes No
Location / Percentage of timeused for otherpurposes / Uses otherthanstatedinitemNumber 1%
%
%
%
%
%
%
%
%
%
16.
Does the reportingorganization own anyrealestate for which no income is derived on the land ofwhichsuitablebuildings areintheprogress of construction,which realestateisexemptfromtaxationunderthefirstsentenceofsection12-88ofthegeneralstatutes.
YesNo
Ifyes,explainpurpose.
17.Is anyportionof the realestate rented,leased or otherwise occupied byotherthan the reportingorganization? Ifyes,describebelow.
Location / Arearented,leased oroccupied byothers / Lessee’s or Occupant’sName18.RegisteredMotorVehicles
Year / Make / Model / VIN / Registration / PurposeUsed/Driver / %TimeotherusesArethemotorvehicles listedusedexclusivelyforthepurposeasstatedin ItemNumber1? If no,completepurposeand % timeused in otherpurposes.
Yes
No
19.ListanyotherConnecticut MunicipalitythathasGRANTEDtheorganization anexemptionperstatutesreferencedinthisapplication.
Name of Municipality / #ofProperties / StatutoryReference/Use / OriginalDate Exempt20.ListanyotherConnecticut MunicipalitythathasDENIEDtheorganizationanexemption perstatutesreferencedinthisapplication.
NameofMunicipality / #ofProperties / ReasonforDenial / DateofDenialCopy pagesifadditionallinesareneeded.OrganizationName
Hasorganizationreceived a ‘CertificateofNeed’fromtheConnecticutOfficeofHealthCare
21.
Access? If yes, attach current copy(lessthantwoyearsold). Ifno,explain.YesNo
22.
Hasorganizationreceived aState of ConnecticutSalesTaxExemption? If yes, attach a copy. If no,
explain.YesNo
23.
Hasorganizationreceived an exemptionfrom theIRSinaccordancewith Section501(c) or 501
(d)?If yes, attach a copy. Ifno, explain.YesNo
24.DocumentsProvided:Put a checkmarkinfrontofeachdescribeddocumentattachedwith thisinitialorquadrennialapplication.PersonalPropertyDeclaration is the onlyitem required forAdditionalReports.
IRSdocument(mostrecent)recognizingtheorganizationastaxexemptunder26U.S.C.Sec.501(c)or501(d).
StateofConnecticutSales Tax Exemption.
EvidencethatcorporationhastimelyfileditsbiennialreturnnamingofficersdirectorswiththeSecretaryofState.
CertificateofNeedfrom Connecticut Office of HealthCare Access.
Certifiedcopy by authorized officerofcorporatecharterandby-lawsorgood faithequivalentifapplicantisnotcorporation.
Signedfederaland/orstateincometaxreturns,with allschedulesattached formostcurrentyear.
Auditedfinancialstatementsforthelatestavailableyear.
Descriptionofeachsourceofrevenue,e.g.rents,fees,grants,charges,gifts,donationandthelike,generated by orforeach
useofallrealand/orpersonalproperty.
Descriptionofallusesofrealand/orpersonalproperty,ownedorleased,ofwhichanexemptactivityisa part,whetherornot
exemptionisrequestedforanysuch useoruses.
Personalpropertydeclarationforthecurrentyear REQUIREDANNUALLYandcomplete listingofallConnecticutregistered
motorvehicles. .
Copiesoffundingrequestsmadetopublic institutionsorprivateparties in thecurrenttaxyearandpriortaxyearofthe
applicant.
Evidenceofcompensation inmoneyorin-kindpaidto officers,directorsand/oremployee oftheapplicant.
Evidencethattheproperty isusedasclaimed.
I do herebydeclare under oath that, accordingtothebestofmy knowledge,remembrance and belief, thisreport is true.
Signed:TreasurerorotherChiefFinancialOfficeroftheCorporationX / Title / Date
Signed:JusticeofthePeace,Notary,Assessor,TownClerk,Comm.-SuperiorCourt
X / Subscribedandsworntobeforeme: / Date
Foradditionalinformation,pleaserefertotheSectionoftheConnecticutGeneralStatuteslisted.
CharitableOrganizations / 12-81 (7) / AgriculturalSocieties / 12-81(10)DeterminationofExemption / 12-89EducationalOrganizations / 12-81 (7) / HorticulturalOrganization / 12-81(10)PartiallyExemptProperty / 12-88
HistoricalOrganizations / 12-81 (7) / Hospitals / 12-81 (16)
Literary Organizations / 12-81 (7) / Sanatoriums / 12-81 (16)
ScientificOrganizations / 12-81 (7) / Religious / 12-81 (12)(13)(14)(15)
Cemetery Use / 12-81 (11)
ThisAreaforOfficeuseonly
Signed:AssessorX / ApplicationApproved ApplicationDenied / Date
Deniedasa copy oftheOrganization’sIRS taxexemptioncertificateordeterminationletterunderSection501(c)or501(d)oftheIRSCodewasnotfiled.
Deniedasa copy(s)oftheOrganization’sby-lawsand/orCharter,was/werenotfiled.
Deniedforfailuretoforwarddocumentationthatwouldsupportwhetherornottheproperty isheld bya religiousorganization.
Deniedasthepropertyisnotbeingusedforstatutoryexemptpurposes.
Deniedforotherreasons:
Sec.12‐81.Exemptions.Thefollowing‐describedpropertyshallbeexemptfromtaxation:
(7)Propertyusedforscientific,educational,literary,historical,charitableoropenspacelandpreservationpurposes.Exception.(A)Subjecttotheprovisionsofsections12‐87and12‐88,therealpropertyof,orheldintrustfor,acorporationorganizedexclusivelyforscientific,educational,literary,historicalorcharitablepurposes orfortwoormore suchpurposesandusedexclusivelyforcarryingout oneormoreofsuchpurposesorforthepurposeofpreservingopenspaceland,asdefinedinsection12‐107b,foranyoftheusesspecifiedinsaidsection,thatisownedbyanysuchcorporation,andthepersonalpropertyof,orheldintrustfor,anysuchcorporation,provided(i)anyofficer,memberoremployeethereofdoesnotreceiveoratanyfuturetimeshallnotreceiveanypecuniaryprofitfromtheoperationsthereof,exceptreasonablecompensationforservicesineffectingoneormoreofsuchpurposesorasproperbeneficiaryofitsstrictlycharitablepurposes,and(ii)in1965,andquadrenniallythereafter,astatementshallbefiledonorbeforethefirstdayofNovemberwiththe assessor orboardofassessorsof anytown, consolidatedtown andcityorconsolidated townandborough,inwhichanyofitspropertyclaimedtobeexemptissituated.Suchstatementshallbefiledonaformprovidedbysuchassessororboardofassessors.Therealpropertyshallbeeligiblefortheexemptionregardlessofwhetheritisusedbyanothercorporationorganizedexclusivelyforscientific,educational,literary, historical or charitable purposes or for two or more such purposes;
(B)OnandafterJuly1,1967,housingsubsidized,inwholeorinpart,byfederal,stateorlocalgovernmentandhousingforpersonsorfamiliesoflowandmoderateincomeshallnotconstituteacharitablepurposeunderthissection.Asusedinthissubdivision,"housing"shallnotincluderealpropertyusedfortemporaryhousingbelongingto,orheldintrustfor,anycorporationorganizedexclusivelyforcharitablepurposesandexemptfromtaxationforfederalincometaxpurposes,theprimaryuseofwhichpropertyisoneormoreofthefollowing:(i)Anorphanage;(ii)adrugoralcoholtreatmentorrehabilitationfacility;(iii)housingforhomeless,retardedormentallyorphysicallyhandicappedindividuals,orforbatteredorabusedwomenandchildren;(iv)housingforex‐offendersorforindividualsparticipatinginaprogramsponsoredbythestateDepartmentofCorrectionorJudicialBranch;and(v)short‐termhousingoperatedbyacharitable organizationwheretheaverage length ofstay is less thansixmonths. The operation ofsuchhousing, includingthereceiptofanyrentalpayments,bysuchcharitableorganizationshallbedeemedtobeanexclusivelycharitablepurpose;
(10)Propertybelongingtoagriculturalorhorticulturalsocieties.Subjecttotheprovisionsofsections12‐87and12‐88,propertybelongingto,orheldintrustfor,anagriculturalorhorticulturalsocietyincorporatedbythisstatewhichisusedinconnectionwithanannualagriculturalfairheldbyanonprofit incorporatedagriculturalsocietyofthisstateoranynonprofitincorporatedsocietyofthisstatecarryingonorpromotinganybranchofagriculture,provided(A)saidsocietyshallpaycashpremiumsatsuchfairamountingtoatleasttwohundreddollars,(B)saidsocietyshallfilewiththeCommissionerofAgricultureonorbeforethethirtiethofDecemberfollowingsaidfairareportinsuchdetailasthecommissionermayrequiregivingthenamesofallexhibitorsandtheamountofpremiums,withtheobjectsforwhichtheyhavebeenpaid,whichstatementshallbesworntobythepresident,secretaryortreasurerofthesociety,(C)anyofficer,memberoremployeethereofdoesnotreceiveoratanyfuturetimeshallnotreceiveanypecuniaryprofitfromtheoperationsthereofexceptreasonablecompensationforservicesintheconductofitsaffairs,and(D)in1965,andquadrenniallythereafter,astatementshallbefiledonorbeforethefirstdayofNovemberwiththeassessororboardofassessorsofanytown,consolidatedtownandcityorconsolidatedtownandboroughinwhichanyofitspropertyclaimedtobeexemptissituated.Suchstatementshallbefiledonaformprovidedbysuchassessororboardofassessors.Forpurposesofthissubsection,"fair"meansabonafideagriculturalexhibitiondesigned,arrangedandoperatedtopromote,encourageandimproveagriculturebyofferingpremiumsandawardsforthebestexhibitsoftwoormorebythefollowingbranchesofagriculture:Crops,livestock,poultry,dairyproductsandhomemaking;
(11)Property held for cemeteryuse. Subject to the provisions of section 12‐88, tangible propertyowned by, orheldin trust for, a religiousorganization,providedsuchtangiblepropertyisusedexclusivelyforcemeterypurposes;donationsheldintrustbyamunicipality,anecclesiasticalsociety ora cemeteryassociation,the income of whichis tobe used for thecare orimprovement of its cemetery,orofone ormoreprivateburiallotswithinsuchcemetery.Subjecttotheprovisionsofsections12‐87and12‐88,anyothertangiblepropertyusedforcemetery purposes shall not be exempt,unless(a) such tangible propertyisexclusively soused, and(b) noofficer, member or employee oftheorganizationowningsuchpropertyreceivesor,atanyfuturetime,shallreceiveanypecuniaryprofitfromthecemeteryoperationsthereofexceptreasonable compensationfor servicesin theconduct ofitscemetery affairs,and(c)in1965,and quadrennially thereafter,astatementonformspreparedbytheassessorshallbefiledonorbeforethelastdayrequiredbylawforthefilingofassessmentreturnswiththelocalboardofassessorsofanytown,consolidatedtownandcityorconsolidatedtownandborough,inwhichanyofitspropertyclaimedtobeexemptissituated;
(12)Personalpropertyofreligiousorganizationsdevotedtoreligiousorcharitableuse.Personalpropertywithinthestateownedby,orheldintrustfor,aConnecticutreligiousorganization,whetherornotincorporated,iftheprincipalorincomeisusedorappropriatedforreligiousorcharitablepurposesorboth;
(13)Housesofreligiousworship.Subjecttotheprovisionsofsection12‐88,housesofreligiousworship,thelandonwhichtheystand,theirpews,furnitureandequipmentownedby,orheldintrustfortheuseof,anyreligiousorganization;
(14)Propertyofreligiousorganizationsusedforcertainpurposes.Subjecttotheprovisionsofsection12‐88,realpropertyanditsequipmentownedby,orheldintrustfor,anyreligiousorganizationandexclusivelyusedasaschool,adaycarefacility,aConnecticutnonprofitcamporrecreationalfacilityforreligiouspurposes,aparishhouse,anorphanasylum,ahomeforchildren,athriftshop,theproceedsofwhichareusedforcharitablepurposes,areformatoryoraninfirmaryorfortwoormoreofsuchpurposes;
(15)Housesusedbyofficiatingclergymenasdwellings.Subjecttotheprovisionsofsection12‐88,dwellinghousesandthelandonwhichtheystandownedby,orheldintrustfor,anyreligiousorganizationandactuallyusedbyitsofficiatingclergymen;
(16)Hospitalsandsanatoriums.Subjecttotheprovisionsofsection12‐88,allpropertyof,orheldintrustfor,anyConnecticuthospitalsocietyorcorporationorsanatorium,provided(A)noofficer,memberoremployeethereofreceivesor,atanyfuturetime,shallreceiveanypecuniaryprofitfromtheoperationsthereof,exceptreasonablecompensationforservicesintheconductofitsaffairs,and(B)in1967,andquadrenniallythereafter,astatementshallbefiledbysuchhospitalsociety,corporationorsanatoriumonorbeforethefirstdayofNovemberwiththeassessororboardofassessorsofanytown,consolidatedtownandcityorconsolidatedtownandborough,inwhichanyofitspropertyclaimedtobeexemptissituated.Suchstatementshallbefiledonaformprovidedbysuchassessororboardofassessors;
(49)Nonprofitcampsorrecreationalfacilitiesforcharitablepurposes.Subjecttotheprovisionsofsubdivision(7)ofthissectionandsection12‐88,realpropertyanditsequipmentownedbyorheldintrustforanycharitablecorporationexclusivelyusedasanonprofitcamporrecreationalfacilityforcharitablepurposes;providedatleastseventy‐fivepercentofthebeneficiariesofitsstrictlycharitablepurposesusingsuchpropertyandequipmentin eachtaxable yearwerebonafideresidentsof thestateatthetimeofsuchuse.Duringthemonthprecedingtheassessmentdateofthetownortownswheresuchcamporfacilitiesarelocated,suchcharitablecorporationshallsubmittotheassessorsofsuchtownortownsastatementunderoathinrespecttosuchresidenceofsuchbeneficiariesusingsuchfacilitiesduringthetaxableyear endingwith themonthinwhichsuchstatementisrendered,and,ifthenumberof suchbeneficiariessoresident inConnecticutdidnotequalorexceedsuchseventy‐fivepercent,suchrealpropertyandequipmentshallnotbeexemptduringthenextensuingtaxableyear.ThissubdivisionshallnotaffecttheexemptionofanysuchrealpropertyorequipmentofanysuchcharitablecorporationincorporatedunderthelawsofthisstategrantedpriortoMay26,1961,wheresuchpropertyandequipmentwasactuallyinuseforsuchrecreationalpurposespriortosaiddate;
Sec. 12‐87.Additionalreport.Property,whentaxable.During anyyear forwhichareportisnotrequiredbysubdivisions(7), (10)and(11)ofsection12‐81,areportshallbefiledduringthetimeprescribedbylawforthefilingofassessmentlistsnextsucceedingtheacquiringofpropertynottheretoforemadeexemptbysaidsubdivisions.Propertyotherwiseexemptunderanyofsaidsubdivisionsandthissectionshallbesubjecttotaxationuntiltherequirementsofsaidsubdivisionsandofthissectionhavebeencompliedwith.
Sec.12‐87a.Quadrennialpropertytaxexemptionstatements;extensionoftimetofile.Wheneveranyorganizationclaimingexemptionfrompropertytaxundertheprovisionsofsubdivision(7),(10),(11)or(16)ofsection12‐81hasnotfiledwithinthetimeprescribed,aquadrennialstatementconcerningsuchclaimforexemptionasrequiredinsaidsubdivisions,theassessororboardofassessorsofthemunicipalityinwhichthepropertyissituated,uponreceiptofproofofsubstantialcompliancebysuchorganizationwiththerequirementsconcerningsubmissionofsuchstatement,mayallowanextensionoftimenotexceedingsixtydayswithinwhichsuchstatementmaybefiled,providedwheneveranextensionoftimeissoallowed,suchorganizationshallpayafeeofthirty‐fivedollarsforlate‐filingtothemunicipalityinwhichthepropertywithrespecttowhichsuchstatementissubmittedissituated.
Sec.12‐88.Whenpropertyotherwisetaxablemaybecompletelyorpartiallyexempted.Realpropertybelongingto,orheldintrustfor,any organization mentionedinsubdivision (7),(10),(11), (13), (14), (15), (16)or(18)of section 12‐81, whichrealpropertyissoheldfor oneormoreofthepurposesstatedintheapplicablesubdivision,andfromwhichrealpropertyno rents,profitsorincomearederived,shall beexemptfromtaxationthoughnotinactualusethereforbyreasonoftheabsenceofsuitablebuildingsandimprovementsthereon,iftheconstructionofsuchbuildingsorimprovementsisinprogress.Therealpropertybelongingto,orheldintrustfor,anysuchorganization,notusedexclusivelyforcarryingoutoneormoreofsuchpurposesbutleased,rentedorotherwiseusedforotherpurposes,shallnotbeexempt.Ifaportiononlyofanylotorbuildingbelongingto,orheldintrustfor,anysuchorganizationisusedexclusivelyforcarryingoutoneormoreofsuchpurposes,suchlotorbuildingshallbesoexemptonlytotheextentoftheportionsousedandtheremainingportionshallbesubjecttotaxation.
Sec.12‐89.AssessorstodetermineexemptionsTheboardof assessors ofeachtown,consolidatedtownandcityorconsolidated townandboroughshallinspectthestatementsfiledwithitandrequiredbysections12‐81and12‐87fromscientific,educational,literary,historical,charitable,agriculturalandcemeteryorganizations,shalldeterminewhatpart,ifany,ofthepropertyclaimedtobeexemptbytheorganizationshallbeinfactexemptandshallplaceavaluationuponallsuchproperty,ifany,asisfoundtobetaxable,providedanypropertyacquiredbyanytax‐exemptorganizationafterthefirstdayofOctobershallfirstbecomeexemptontheassessmentdatenextsucceedingthedateofacquisition.Anyorganizationfilingatax‐exemptstatement,aggrievedattheactionoftheassessororboardofassessors,mayappeal,withinthetimeprescribedbylawforsuchappeals,totheboardofassessmentappeals.Anysuchorganizationclaimingtobeaggrievedbytheactionoftheboardofassessmentappealsmay,withintwomonthsfromthetimeofsuchaction,makeapplicationinthenatureofanappealtherefromtothesuperiorcourtforthejudicialdistrictinwhichsuchpropertyissituated.
Sec. 12‐89a.Certain organizations may berequiredby assessorto submitevidence of exemptionfromfederalincome tax.Anyorganizationclaimingexemptionfrompropertytaxinanymunicipalityinwhichrealorpersonalpropertybelongingtosuchorganizationissituated,whichexemptionisclaimedwithrespecttoalloraportionofsuchpropertyundertheprovisionsofanyofthesubdivisions(7),(8),(10),(11),(12),(13),(14),(15),(16),(18),(27),(29),(49)or(58)ofsection12‐81,mayberequireduponrequest,atanytime,bytheassessororboardofassessorsinsuchmunicipalitytosubmitevidenceofcertificationfromtheInternalRevenueService,effectiveatthetimeofsuchrequestandinwhateverformstheninuseunderInternalRevenueServiceprocedureforpurposesofsuchcertification,thatsuchorganizationhasbeenapprovedforexemptionfromfederalincometaxasanexemptorganizationunderSection501(c)or501(d)oftheInternalRevenueCode.
mustbe filedby November1stfollowing that
st
assessment dateof October 1.
1.Whatstatestatutesgovernexemptions?
IncludingbutnotlimitedtoSections12-81to12-94(inclusive).
2.Arethere anyfilingrequirements?
Yes,includingbutnotlimitedtoSections12-81,12-87, 12-87a, and 12-89a.
3.Whodeterminesifsomeoneororgani-zationiseligibleforanexemption?
The assessor; Section 12-89.
4.Is a propertyautomaticallyexempt?
No.An organization seeking exempt status musttimely file a properly completed Tax Exempt Applica-tionforeach property withthe assessornolaterthanthe November 1stimmediately following the October1stassessment date.
5.When will the propertybecome exempt?
Ifan organization completes a properly filedTaxExempt Application and it is approved bythe
assessor, then the property will be exempt as of thatOctober1stprior to the filingdate of November 1st
6.Whathappensifanorganizationdoesnotfile a taxexemptapplication byNovember1stfor propertyitownedonOctober1st
Failure to timely file for such an exemption shall beconsidereda waiver of one’s right to thatexemption
7.Whathappens if theNovember 1stfilingdateismissed?
Onlyan organization claiming an exemptionpursuant to Subsection (7), (10), (11) or(16)ofSection 12-81 may request a filing extension fromthe assessor.The assessor may grant an extensionof up to 60 days; if it is the assessor’sopinion thatthe organization has madea substantialcompliancewiththefiling requirementsandthe organizationpays a late filing fee of $35.00 to the Town.
8.Is the propertyautomatically100%exempt?
No,Section 12-88.
9.What happens if a tax exempt organizationacquires a taxablepropertybetweenOctober 2ndandSeptember30th.
Per CGS 12-89 property acquired by a tax exemptorganization, may first become exempton theassessment date followingthe acquisition oftheproperty.A properly filed Tax Exempt Application
Per CGS 12-81b amunicipality by ordinance mayprovide that the property tax exemptionshall beeffective as of the date of acquisition of the property.The organization must file a properly complete TaxExempt Application for each property nolater than
the November 1stimmediately following the date ofacquisition with the assessor.If approved by the
assessor, theeffective date shall be thedate ofacquisition.Thisisan enablingstatuteand does notapplytoall municipalities,speak totheassessorconcerning this statute reference.
In either case, under 12-89 or 12-81b, failure totimely file for a Tax Exempt Applicationshall beconsidered awaiverof one’s rights tothatexemption.
10.What happens if a taxable organization acquires a taxexemptpropertybetweenOctober 2ndand September30th.
PerCGS 12-81a the purchaser ofa property subjecttoataxexemption shall beliablefortaxesontheproperty fromthedateon which the conveyance isplacedontheland records.Timelimitsforfilingtheconveyance and notifyingthe assessorofthetransfer are required.Penalties apply for failure tofile the conveyance ornotify the assessor.See thelocal assessor formore information.The provisionsof this statutedo not apply to a purchaserwho hasalready qualified for exempt status.
11.Onceapprovedmust a taxexemptorganizationre-fileforexemptstatus.
The followingtaxexempt organizationsmust re-filequadrenniallyforexemptstatusforall properties forwhich exemption is sought. The properlycompleted
Tax Exempt Application -QuadrennialReport mustbereceived by November 1stfollowing the October1stassessment date.
Agricultural Societies12-81 (10)
Cemetery Use12-81 (11)
Charitable Organizations12-81 (7)
Educational Organizations12-81 (7)
Historical Organizations12-81 (7)
Horticultural Organizations12-81 (10)
Hospitals12-81 (16)
Literary Organizations12-81 (7)
Sanatoriums12-81 (16)
Scientific Organizations12-81 (7)Other pertinent statute references:
Exemptions12-81
Enabling Statute for Local Option12-81b
Additional Report12-87
Extension of Time to File12-87a
Completely or Partially Exempt12-88
Assessors toDetermine Exemptions12-89
Evidence of Federal Income Tax Exemption12-89a
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