Make Way for Books, Tucson, Arizona

Financial Position

October 1, 2013 - September 30, 2014

The Foundation's investment objectives are based on the sound and prudent management of the endowment, designed to exist in perpetuity. Helios’ financial investment strategy and strong financial position are developed under the close guidance and leadership of the Foundation's Finance Committee and in partnership with the Foundation's Chief Financial Officer and an independent financial consulting firm.

McGladrey & Pullen Certified Public Accountants conducted an independent auditor's report and issued an unqualified opinion of the Foundation's financial statements. They did not issue a management letter for the fiscal year ending September 30, 2014.

Michael Chesin, Senior Vice President and Chief Financial Officer, Helios Education Foundation

It is our responsibility to steward the Foundation’s endowment so that we can continue to serve the states of Arizona and Florida, advance educational causes and move the needle toward greater student success.

2006 – 2015


Over the past 10 years, the Foundation has invested over $155 million in eduation-related programs and initiatives in Arizona and Florida.

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2415 E. Camelback Road, Suite 500, Phoenix, AZ 85016 | 100 N. Tampa Street, Suite 1625, Tampa, Florida 33602   © Helios Education Foundation, All rights reserved.