Well Told Grants

Federal grant programs / Department of the Treasury

Volunteer Income Tax Assistance (VITA) Matching Grant Program (21.009)

Also known as Volunteer Income Tax Assistance Matching Grant Program

Volunteer Income Tax Assistance (VITA) Matching Grant Program (Assistance Listing 21.009) is run by the Internal Revenue Service, part of the Department of the Treasury. It awarded $159 million in 1,459 grants from fiscal 2021 to 2025, about $109,057 per award on average. No funding opportunity is open on Grants.gov right now.

The typical award was $61,979. Half of the 1,459 awards fell between $30,937 and $126,553, and they ranged from $2,600 to $3.5 million.

Key findings

What the program funds

The VITA grant is a matching grant offered to support free tax return preparation through the IRS Volunteer Income Tax Assistance (VITA) program. Eligible organizations must serve 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. Eligible organizations must meet specific goals through their VITA program which include increasing their capacity to file returns electronically, heightening quality control, enhancing training of volunteers, and significantly improving the accuracy rate of returns prepared by VITA sites.

From the federal Assistance Listing. Read the full listing on SAM.gov.

Open opportunities

No opportunity under this program is open or forecast on Grants.gov right now. Programs often post once a year, so the funding history below shows what to expect.

Rules from the program listing

Who can apply

Applicant organizations must provide proof of tax-exempt status and must meet the matching funds requirement. Applicant organizations must be compliant with federal tax obligations. Applicants must be a current partner with the Internal Revenue Service operating a Volunteer Income Tax Assistance program with the Taxpayer Services SPEC organization. Individuals are not eligible to apply.

What the money can and cannot pay for

Recipients must use grant funds to operate a VITA program. Allowable expenses must be in accordance with 2 CFR Part 200, reasonable, necessary and allocable. Federal funds may not be used to pay volunteers for tax preparation.;

Matching requirements

This program has no statutory formula. This grant requires 100% cost sharing or matching of all federal funds awarded. For every federal dollar awarded, the applicant must commit an equal amount. For example, if you request $50,000 in grant funds, you must provide matching funds for at least $50,000. Only funds in support of the VITA Program qualify as matching funds.MOE requirements are not applicable to this assistance listing.

Award range and average, in the agency's words

No Data Available

Quoted from the program's federal Assistance Listing. The notice of funding opportunity is the official source for each competition's rules.

Funding history and past recipients

From fiscal 2021 to 2025, Volunteer Income Tax Assistance (VITA) Matching Grant Program (21.009) awarded$159 million across 1,459 grant awards, an average of $109,057 per award.

Largest recipients, fiscal 2021 to 2025
RecipientStateAwardsAmount
AARP FoundationDistrict of Columbia5$12.4 million
Accounting Aid SocietyMichigan5$4.2 million
Campaign for Working Families, IncPennsylvania5$4.0 million
United Way of the Bay AreaCalifornia5$3.2 million
Cash Campaign of Maryland, IncMaryland5$2.3 million
Koreatown Youth and Community Center, IncCalifornia5$2.1 million
United Way of Greenville County, IncSouth Carolina5$2.0 million
BakerripleyTexas5$1.9 million
Single Stop USA, IncNew York5$1.9 million
United Way of Middle Tennessee, IncTennessee5$1.9 million
Reinvestment PartnersNorth Carolina5$1.8 million
Ladder UpIllinois5$1.8 million
The University CorporationCalifornia5$1.8 million
United Way of Greater Atlanta, Inc.Georgia5$1.7 million
United Way of Tucson and Southern Arizona, Inc.Arizona5$1.7 million
Food Bank for New York CityNew York4$1.6 million
United Way of King CountyWashington5$1.6 million
United Way of Northeast Florida, Inc.Florida5$1.5 million
The United Way of Southwestern PennsylvaniaPennsylvania5$1.5 million
United Way of San Diego CountyCalifornia5$1.4 million

Top states: California ($20.0 million), District of Columbia ($13.1 million), Texas ($12.3 million), New York ($9.9 million), Pennsylvania ($9.2 million), Florida ($8.9 million), Michigan ($8.3 million), Tennessee ($4.2 million), South Carolina ($4.1 million), Ohio ($3.8 million).

Who usually wins

Nonprofits received 92% of the money, colleges and universities 3.9% and state and local governments 2.4%.

Recipient typeAwardsAmountShare
Nonprofits1,278$147 million92%
Colleges and universities91$6.1 million3.9%
State and local governments49$3.8 million2.4%
Other17$926,3290.6%
Tribal governments and organizations19$788,4230.5%
Small businesses2$228,1500.1%
Businesses3$106,541less than 0.1%

By state

40 states have a page for this program: those that received at least $1 million or 10 awards.

Grants by recipient's state, fiscal 2021 to 2025
StateAwardsAmount
California152$20.0 million
District of Columbia14$13.1 million
Texas123$12.3 million
New York96$9.9 million
Pennsylvania75$9.2 million
Florida121$8.9 million
Michigan68$8.3 million
Tennessee17$4.2 million
South Carolina29$4.1 million
Ohio44$3.8 million
Maryland14$3.8 million
Arizona17$3.7 million
Missouri20$3.7 million
New Jersey45$3.4 million
Georgia25$3.3 million
Connecticut19$3.1 million
Virginia52$2.7 million
Illinois32$2.6 million
Minnesota56$2.5 million
Massachusetts13$2.4 million
Colorado18$2.3 million
Wisconsin50$2.3 million
Indiana43$2.1 million
Washington16$1.9 million
North Carolina8$1.9 million
Alabama16$1.9 million
Kentucky15$1.9 million
Louisiana24$1.6 million
Arkansas25$1.3 million
Utah12$1.2 million
Oregon12$1.2 million
West Virginia13$1.1 million
Kansas16$1.1 million
Rhode Island18$1.1 million
Iowa10$1.1 million
Nebraska10$1.1 million
Oklahoma21$979,261
Alaska8$926,100
New Mexico9$831,129
Maine5$767,246
Nevada5$752,936
Mississippi16$707,185
Montana5$637,812
Hawaii10$625,746
Idaho11$566,747
New Hampshire5$557,408
Vermont5$507,882
Delaware5$425,000
Wyoming5$404,698
Puerto Rico1$88,094
South Dakota5$81,342
North Dakota5$41,090

Award amounts are federal obligations reported to USAspending.gov for fiscal 2021 to 2025; see how our data works.