Opportunity ID: 326633

General Information

Document Type: Grants Notice
Funding Opportunity Number: VITA-2021-001
Funding Opportunity Title: Volunteer Income Tax Assistance (VITA) Matching Grant Program
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Other (see text field entitled “Explanation of Other Category of Funding Activity” for clarification)
Category Explanation: Tax preparation for low-to-moderate-income individuals and families.
Expected Number of Awards: 300
Assistance Listings: 21.009 — Volunteer Income Tax Assistance (VITA) Matching Grant Program
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 2
Posted Date: Apr 29, 2020
Last Updated Date: Apr 29, 2020
Original Closing Date for Applications: Jun 01, 2020
Current Closing Date for Applications: Jun 01, 2020
Archive Date: Jul 01, 2020
Estimated Total Program Funding: $25,000,000
Award Ceiling:
Award Floor:

Eligibility

Eligible Applicants: Private institutions of higher education
Public and State controlled institutions of higher education
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
Additional Information on Eligibility: Local governments

Additional Information

Agency Name: Internal Revenue Service
Description:

This funding allows the Stakeholder Partnerships, Education and Communication (SPEC) organization within the IRS to provide grants to partner organizations to achieve the following program objectives: Enable the Volunteer Income Tax Assistance (VITA) Program to extend services to underserved populations in hardest-to-reach areas, both urban and non-urban; Increase the capacity to file returns electronically; Heighten quality control; Enhance training of volunteers; Improve significantly the accuracy rate of returns prepared at VITA sites.  VITA Program offers free tax help for low to moderate income individuals (defined by the earned income tax credit (EITC) threshold), persons with disabilities, persons with limited English proficiency, Native Americans, individuals living in rural areas, members of the Armed Forces and their spouses, and the elderly. The VITA Grant supplements the work already being done in the VITA Program by providing support to help organizations grow their existing programs for free federal tax return preparation. VITA programs that receive a VITA grant must primarily serve low- to moderate-income taxpayers. At least 90 percent of individuals served must not have an adjusted gross income (AGI) that exceeds the earned income tax credit (EITC) guidelines. VITA grantees may provide tax preparation assistance to some taxpayers with income in excess of this annual AGI limitation without jeopardizing their grantee status if the 90% requirement is met.

Link to Additional Information: Publication 4671 – VITA Application
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Sharon L Alley

Senior Tax Analyst
Email:grant.program.office@irs.gov

Version History

Version Modification Description Updated Date
Updated Grantor Contact information Apr 29, 2020

DISPLAYING: Synopsis 2

General Information

Document Type: Grants Notice
Funding Opportunity Number: VITA-2021-001
Funding Opportunity Title: Volunteer Income Tax Assistance (VITA) Matching Grant Program
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Other (see text field entitled “Explanation of Other Category of Funding Activity” for clarification)
Category Explanation: Tax preparation for low-to-moderate-income individuals and families.
Expected Number of Awards: 300
Assistance Listings: 21.009 — Volunteer Income Tax Assistance (VITA) Matching Grant Program
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 2
Posted Date: Apr 29, 2020
Last Updated Date: Apr 29, 2020
Original Closing Date for Applications: Jun 01, 2020
Current Closing Date for Applications: Jun 01, 2020
Archive Date: Jul 01, 2020
Estimated Total Program Funding: $25,000,000
Award Ceiling:
Award Floor:

Eligibility

Eligible Applicants: Private institutions of higher education
Public and State controlled institutions of higher education
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
Additional Information on Eligibility: Local governments

Additional Information

Agency Name: Internal Revenue Service
Description:

This funding allows the Stakeholder Partnerships, Education and Communication (SPEC) organization within the IRS to provide grants to partner organizations to achieve the following program objectives: Enable the Volunteer Income Tax Assistance (VITA) Program to extend services to underserved populations in hardest-to-reach areas, both urban and non-urban; Increase the capacity to file returns electronically; Heighten quality control; Enhance training of volunteers; Improve significantly the accuracy rate of returns prepared at VITA sites.  VITA Program offers free tax help for low to moderate income individuals (defined by the earned income tax credit (EITC) threshold), persons with disabilities, persons with limited English proficiency, Native Americans, individuals living in rural areas, members of the Armed Forces and their spouses, and the elderly. The VITA Grant supplements the work already being done in the VITA Program by providing support to help organizations grow their existing programs for free federal tax return preparation. VITA programs that receive a VITA grant must primarily serve low- to moderate-income taxpayers. At least 90 percent of individuals served must not have an adjusted gross income (AGI) that exceeds the earned income tax credit (EITC) guidelines. VITA grantees may provide tax preparation assistance to some taxpayers with income in excess of this annual AGI limitation without jeopardizing their grantee status if the 90% requirement is met.

Link to Additional Information: Publication 4671 – VITA Application
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Sharon L Alley

Senior Tax Analyst
Email:grant.program.office@irs.gov

Folder 326633 Other Supporting Documents-Forms -> Form 13978 – Projected Operations VITA Grant Application.pdf

Folder 326633 Other Supporting Documents-Forms -> Form 13977 – VITA Grant Budget Plan.pdf

Packages

Agency Contact Information: Sharon L Alley
Senior Tax Analyst
Email: grant.program.office@irs.gov
Who Can Apply: Organization Applicants

Assistance Listing Number Competition ID Competition Title Opportunity Package ID Opening Date Closing Date Actions
21.009 PKG00261292 May 01, 2020 Jun 01, 2020 View

Package 1

Mandatory forms

326633 SF424_2_1-2.1.pdf

326633 Form_14335-1.0.pdf

326633 AttachmentForm_1_2-1.2.pdf

Optional forms

326633 SFLLL_1_2-1.2.pdf

2025-07-09T17:37:34-05:00

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