2023 Volunteer Income Tax Assistance (VITA) Matching Grant Program

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.

Donor Name: Volunteer Income Tax Assistance

State: All States

County: All Counties

Territory: Commonwealth of Puerto Rico

Type of Grant: Grant

Deadline: 05/31/2023

Size of the Grant: $5,000 to $2,000,000

Grant Duration: 1 year

Details:

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.

Funding Information

• 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. The average award from the previous year was $93,000
• The period of performance for this grant is October 1, 2023 through September 30, 2024. Expect awards to be distributed to organizations providing services within the United States and Puerto Rico assuming eligible organizations submit applications by the due date and meet the established criteria. The IRS issues awards to both new and continuing VITA grant applicants and multi-year recipients.

Eligibility Criteria

Eligible Applicants –Must qualify as one of the following:

• 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 federally recognized Indian Tribal government, or
• 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 are also eligible applicants when no other organizations classified above are available.
• Native American tribal governments (Federally recognized)
• Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education.

Note: Organizations that have applied for recognition as tax-exempt but have not received their IRS determination letter confirming the organization as exempt at the time of application are not eligible to apply for this grant. Section 501(c)(4) organizations may apply; however, if awarded a grant, federal law will prohibit your organization from lobbying. Church organizations must submit a determination letter to apply for this grant. Organizations included as a subordinate in a group exemption ruling must include the official subordinate listing approved by the central organization.

For more information, visit Grants.gov.