October 1, 2015 – September 30, 2016
The Foundation’s investment objectives are based on the sound and prudent management of the endowment, which is designed to exist in perpetuity. Helios Education Foundation's community 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.
RSM US LLP 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, 2016.