Search Grant Opportunities

Volunteer Income Tax Assistance (VITA) Matching Grant

ID: VITA-2024-001 • Type: Posted

Description

The IRS initiative known as the Volunteer Income Tax Assistance (VITA) grant supports IRS VITA partner organizations operating a VITA program offering free tax preparation service for the underserved taxpayer. Partner organizations, operating a VITA program, help low- to moderate-income individuals, persons with disabilities, the elderly, limited English speakers, Native Americans and miliary file their taxes each year. The IRS awards a matching funds grant to support these partner organizations that offer free tax preparation services during the tax filing season at locations in all 50 states, Puerto Rico and the District of Columbia through their VITA program.

Background
The Volunteer Income Tax Assistance (VITA) grant supports IRS VITA partner organizations operating a VITA program offering free tax preparation service for the underserved taxpayer. The IRS awards a matching funds grant to support these partner organizations that offer free tax preparation services during the tax filing season at locations in all 50 states, Puerto Rico and the District of Columbia through their VITA program.

Grant Details
In December 2007, Congress first appropriated funds to the Internal Revenue Service (IRS) to establish and administer a matching grant program for community volunteer income tax assistance. The funding allows the Stakeholder Partnerships, Education and Communication (SPEC) organization within the IRS to offer grants to partner organizations providing free federal tax return preparation to targeted groups of taxpayers. The period of performance for this grant is October 1, 2023 through September 30, 2024. The IRS anticipates awarding $40 million in grants through this opportunity to non-federal entities. The amount of award depends on the applicant’s reach and returns expected to be prepared by the program. The expected amounts of individual Federal awards range from $5,000 to $2,000,000.

Eligibility Requirements
Eligible applicants include private or public non-profit organizations that qualified for and received an IRS determination letter confirming the organization’s tax exemption under section 501 of the Internal Revenue Code, public, nonprofit, or proprietary postsecondary educational institutions located in the United States and Puerto Rico, local government agencies, federally recognized Indian Tribal governments, regional, statewide, or local coalitions with one lead organization that meets specific eligibility requirements. State government agencies and offices providing Cooperative Extension services are also eligible applicants when no other organizations classified above are available.

Period of Performance
October 1, 2023 through September 30, 2024

Grant Value
$40 million with individual awards ranging from $5,000 to $2,000,000

Place of Performance
Locations in all 50 states, Puerto Rico and the District of Columbia

Overview

Category of Funding
Other (see text field entitled "Explanation of Other Category of Funding Activity" for clarification)
Funding Instruments
Grant
Grant Category
Discretionary
Cost Sharing / Matching Requirement
True
Source
On 5/1/23 the Department of the Treasury posted grant opportunity VITA-2024-001 for Volunteer Income Tax Assistance (VITA) Matching Grant with funding of $40.0 million. The grant will be issued under grant program 21.009 Volunteer Income Tax Assistance (VITA) Matching Grant Program. It is expected that 325 total grants will be made worth between $5,000 and $2.0 million.

Timing

Posted Date
May 1, 2023, 12:00 a.m. EDT
Closing Date
May 31, 2023, 12:00 a.m. EDT Past Due
Last Updated
May 3, 2023, 5:14 p.m. EDT
Version
4

Eligibility

Eligible Applicants
Others (see text field entitled "Additional Information on Eligibility" for clarification)
Native American tribal governments (Federally recognized)
Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education
State governments
County governments
Additional Info
•A private or public non-profit organization that qualified for and received an IRS determination letter confirming the organization’s tax exemption under section 501 of the Internal Revenue Code, including but not limited to credit unions and faith based and community organizations,•A public, nonprofit, or proprietary (privately owned profit-making) college, university, vocational school, or other postsecondary educational institution located in the United States and Puerto Rico that has not been disqualified from participating in a student aid program administered by the U.S. Department of Education, •A local government agency,•A regional, statewide, or local coalition with one lead organization that meets one of the eligibility requirements noted above. The lead organization filing the application must have a substantive role in the coalition.State government agencies and offices providing Cooperative Extension services (as established at the land-grant colleges and universities under the Smith-Lever Act of May 8, 1914) are also eligible applicants when no other organizations classified above are available.

Award Sizing

Ceiling
$2,000,000
Floor
$5,000
Estimated Program Funding
$40,000,000
Estimated Number of Grants
325

Contacts

Contact
Sharon L Alley Tax Analyst
Email Description
VITA Grant Information
Contact Phone
(404) 338-8443
Additional Information
IRS VITA Grant

Documents

Posted documents for VITA-2024-001

Grant Awards

Grants awarded through VITA-2024-001

Incumbent or Similar Grants

Grants similar to VITA-2024-001

Similar Active Opportunities

Open grant opportunities similar to VITA-2024-001