Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Helios Education Foundation
 
Employer identification number
94-2850977
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Aliento
4747 N 32nd Street
Phoenix,AZ85018 		84-4749451 501(C)(3) 534,500       See Part IV
(2) American Business Immigration Coalition
1805 S Ashland AVE
Chicago,IL606082805 		84-4206259 501(C)(3) 325,000       See Part IV
(3) America's Promise Alliance
1110 Vermont AvE NW
Washington,DC20005 		54-1848713 501(C)(3) 52,500       See Part IV
(4) Arizona Academic Decathlon
610 E Bell Road
Phoenix,AZ85022 		86-0508608 501(C)(3) 40,000       See Part IV
(5) Arizona Board of Regents
2700 N Central Ave
Phoenix,AZ85004 		Public Entity 500,000       See Part IV
(6) Arizona Community Foundation
2201 E Camelback Rd
Phoenix,AZ85016 		86-0348306 501(C)(3) 905,500       See Part IV
(7) Arizona Grantmakers Forum
333 East Osborn Road
Phoenix,AZ850122360 		86-1040394 501(C)(3) 16,461       See Part IV
(8) Az Hispanic Chamber of Commerce FDN
255 E Osborn Rd
Phoenix,AZ85012 		86-0685240 501(C)(3) 29,700       See Part IV
(9) Arizona Science Center
600 E Washington Street
Phoenix,AZ85004 		86-0390558 501(C)(3) 70,000       See Part IV
(10) Arizona's Catholic Tuition Support Org
PO Box 31
Tucson,AZ857020031 		86-0958969 501(C)(3) 5,450       See Part IV
(11) Assistance League of Phoenix Arizona
9224 N 5th Street
Phoenix,AZ85020 		86-0193883 501(C)(3) 7,500       See Part IV
(12) ASU FDN for a NEW AMERICAN UNIVERSITY
300 E UNIVERSITY DR
Tempe,AZ852812033 		86-6051042 501(C)(3) 43,700       See Part IV
(13) Be A Leader Foundation
1715 W Northern Avenue 104
Phoenix,AZ85021 		55-0850279 501(C)(3) 15,000       See Part IV
(14) Candelen
3910 South Rural Road Ste E
Tempe,AZ85282 		86-0332919 501(C)(3) 721,500       See Part IV
(15) Central Florida Foundation
800 North Magnolia Ave Ste 1200
Orlando,FL32803 		59-3182886 501(C)(3) 10,000       See Part IV
(16) Chicanos Por La Causa
1112 East Buckeye Road
Phoenix,AZ85034 		86-0227210 501(C)(3) 15,000       See Part IV
(17) City of Tampa
306 E Jackson Street
Tampa,FL33602 		59-1101138 Public Entity 4,600       See Part IV
(18) Community Foundation of Tampa Bay
4300 W Cypress Street Suite 700
Tampa,FL33607 		59-3001853 501(C)(3) 90,668       See Part IV
(19) Diocesan Council for the Society of St Vincent De Paul Diocese Phoenix
PO Box 13600
Phoenix,AZ850023600 		86-0096789 501(C)(3) 27,000       See Part IV
(20) Early Learning Coalition of Orange County
7700 Southland Blvd
Orlando,FL32809 		31-1759186 501(C)(3) 253,000       See Part IV
(21) EARLY LEARNING COALITION OF OSCEOLA COUNTY
1631 VINE STREET
KISSIMMEE,FL347443728 		31-1768530 501(C)(3) 250,000       SEE PART IV
(22) Education Forward Arizona
4747 North 32nd Street
Phoenix,AZ85018 		20-2366755 501(C)(3) 6,092,630       See Part IV
(23) Florida Chamber Foundation
136 S Bronough St
Tallahassee,FL32301 		59-6209605 501(C)(3) 12,584       See Part IV
(24) Florida Children's Council
1126 Lee Avenue
Tallahassee,FL32303 		65-0299932 501(C)(3) 800,000       See Part IV
(25) Florida College System Foundation
325 West Gaines Street Ste 1548
Tallahassee,FL32399 		65-0530384 501(C)(3) 950,000       See Part IV
(26) Florida Education Foundation
325 W Gaines Street Suite 1524
Tallahassee,FL323990400 		59-2718509 501(C)(3) 29,650       See Part IV
(27) Florida International University Foundation
11200 SW 8th Street MARC 531
Miami,FL33199 		23-7047106 501(C)(3) 200,000       See Part IV
(28) Florida Philanthropic Network
5421 Beaumont Center Dr Suite 655
Tampa,FL33634 		20-1328734 501(C)(3) 125,185       See Part IV
(29) Florida Policy Institute
1001 N Orange Ave
Orlando,FL32801 		47-2759708 501(C)(3) 6,838       See Part IV
(30) Florida State University Foundation
325 W College Avenue
Tallahassee,FL32301 		59-6152180 501(C)(3) 236,000       See Part IV
(31) Genesis City
525 E McDowell Rd
Phoenix,AZ85004 		86-0739107 501(C)(3) 43,000       See Part IV
(32) Girl Scouts - Arizona Cactus-Pine Council
119 East Coronado
Phoenix,AZ85004 		86-0133397 501(C)(3) 7,975       See Part IV
(33) Grantmakers for Education
851 SW 6th Ave Suite 350
Portland,OR97204 		33-0919329 501(C)(3) 15,500       See Part IV
(34) Grantmakers for Effective Organizations
1310 L Street NW
Washington,DC20005 		01-0669150 501(C)(3) 7,390       See Part IV
(35) Grantmakers in Aging
333 Mamaroneck Avenue
White Plains,NY10605 		13-4014982 501(C)(3) 7,500       See Part IV
(36) Great Hearts Arizona
3102 N 56th St Ste 300
Phoenix,AZ85018 		20-2036133 501(C)(3) 49,000       See Part IV
(37) Greater Phoenix Chamber Foundation
2575 East Camelback Road
Phoenix,AZ85016 		81-1367313 501(C)(3) 5,400       See Part IV
(38) Greater Phoenix Economic Council
2 N Central Avenue
Phoenix,AZ85004 		47-4623504 501(C)(3) 25,000       See Part IV
(39) Hillsborough Community College Foundation
39 Columbia Dr 7th Floor
Tampa,FL33606 		59-1810717 501(C)(3) 8,930       See Part IV
(40) Hillsborough Education Foundation
2306 N Howard Ave
Tampa,FL33607 		59-2883361 501(C)(3) 1,395,850       See Part IV
(41) Impact Florida
113 South Monroe Street
Tallahassee,FL32301 		61-1949614 501(C)(3) 9,400       See Part IV
(42) Institute for Citizens and Scholars
5 Vaughn Drive
Princeton,NJ08540 		21-0703075 501(C)(3) 250,000       See Part IV
(43) Institute for Nonprofit News
8549 Wilshire Boulevard
Beverly Hills,CA902113104 		27-2614911 501(C)(3) 75,000       See Part IV
(44) Jewish Family & Children's Service
4747 N 7th Street Suite 100
Phoenix,AZ85014 		86-0096781 501(C)(3) 5,600       See Part IV
(45) Lawton Chiles Foundation
12008 Miccosukee Road
Tallahassee,FL323098823 		59-3400148 501(C)(3) 40,000       See Part IV
(46) LEO Foundation (formerly Grand Canyon University Scholarship Foundation)
24 W Camelback Road Suite A-407
Phoenix,AZ85013 		20-4879525 501(C)(3) 10,000       See Part IV
(47) Maricopa Community Colleges Foundation
2419 West 14th Street
Tempe,AZ852816942 		86-0327449 501(C)(3) 1,852,000       See Part IV
(48) Maricopa Community Foundation
PO Box 1650
Maricopa,AZ85139 		84-3802548 501(C)(3) 7,500       See Part IV
(49) Maricopa Unified School District
44150 W Maricopa-Casa Grande Highw
Maricopa,AZ85138 		52-1671314 Public Entity 10,000       See Part IV
(50) Miami Foundation
40 NW 3rd St Suite 305
Miami,FL33128 		65-0350357 501(C)(3) 15,000       See Part IV
(51) NALEO Educational Fund
1122 West Washington Blvd 3rd Flo
Los Angeles,CA90015 		52-1212849 501(C)(3) 13,400       See Part IV
(52) National College Attainment Network
1001 Connecticut Ave Ste 300
Washington,DC20036 		31-1793562 501(C)(3) 30,975       See Part IV
(53) Phoenix Public Library Foundation
PO Box 3735
Phoenix,AZ850303735 		86-0835463 501(C)(3) 10,500       See Part IV
(54) Pinellas Education Foundation
12090 Starkey Road
Largo,FL33773 		59-2688253 501(C)(3) 164,900       See Part IV
(55) Read Better Be Better
715 E Montecito Ave
Phoenix,AZ85014 		47-4003520 501(C)(3) 15,000       See Part IV
(56) Sandra Day O'Connor Institute
PO Box 66422
Phoenix,AZ850826422 		26-3521510 501(C)(3) 50,000       See Part IV
(57) Save Our Schools Arizona Network
PO Box 28370
Tempe,AZ85285 		83-4555457 501(C)(3) 15,000       See Part IV
(58) Southwest Autism Research and Resource Center
300 N 18th Street
Phoenix,AZ85006 		31-1496646 501(C)(3) 5,800       See Part IV
(59) Southwest Human Development
2850 N 24th St
Phoenix,AZ85008 		86-0407179 501(C)(3) 760,000       See Part IV
(60) St Petersburg College Foundation
PO Box 13489
St Petersburg,FL337333489 		59-1954362 501(C)(3) 1,600,250       See Part IV
(61) Starting Right Now
1212 W Cass St
Tampa,FL33606 		26-3725699 501(C)(3) 6,000       See Part IV
(62) Take Stock in Children
3000 NE 30th Place
Fort Lauderdale,FL33306 		59-3331584 501(C)(3) 89,810       See Part IV
(63) Take the Lead Women - Arizona Chapter
7117 E Rancho Vista Drive
Scottsdale,AZ85251 		46-1478839 501(C)(3) 7,970       See Part IV
(64) Tampa General Hospital Foundation
PO Box 1289
Tampa,FL33601 		23-7354477 501(C)(3) 10,000       See Part IV
(65) Tampa Hispanic Heritage
PO Box 21152
Tampa,FL33622 		59-1968134 501(C)(3) 12,400       See Part IV
(66) Teach for America - Miami-Dade
1951 NW 7th Avenue
Miami,FL33136 		13-3541913 501(C)(3) 84,700       See Part IV
(67) Teach for America - Phoenix
4747 North 32nd Street
Phoenix,AZ85018 		13-3541913 501(C)(3) 83,760       See Part IV
(68) The Arizona Informant Foundation
2320 E Baseline Rd Ste 148-296
Phoenix,AZ85042 		86-1031610 501(C)(3) 12,300       See Part IV
(69) The Children's Movement of Florida
3250 SW 3rd Ave 6th Floor
Miami,FL33129 		31-1626706 501(C)(3) 201,200       See Part IV
(70) The Hunt Institute
4000 Centregreen Way
Cary,NC27513 		80-0025367 501(C)(3) 50,000       See Part IV
(71) Translational Genomics Research Institute Foundation
445 N 5th Street Ste 120
Phoenix,AZ85004 		33-1092191 501(C)(3) 8,000       See Part IV
(72) Tucson Values Teachers
3497 N Campbell Ave Ste 703
Tucson,AZ85719 		26-4637708 501(C)(3) 226,500       See Part IV
(73) United Way Miami
3250 SW 3rd Ave
Miami,FL33129 		59-0830840 501(C)(3) 15,000       See Part IV
(74) United Way Suncoast
5201 W Kennedy Blvd Ste 600
Tampa,FL33609 		59-3725701 501(C)(3) 5,260       See Part IV
(75) University of Arizona Foundation
1111 N Cherry Ave
Tucson,AZ857210109 		86-6050388 501(C)(3) 166,000       See Part IV
(76) University of Central Florida Foundation
12424 Research Pkwy
Orlando,FL32826 		59-6211832 501(C)(3) 2,000,000       See Part IV
(77) University of Florida Board of Trustees
Office of Admissions - 201 Criser H
Gainesville,FL32611 		20-2343265 Public Entity 265,000       See Part IV
(78) University of South Florida Foundation
4202 E Fowler Ave ALC 100
Tampa,FL336205455 		59-0879015 501(C)(3) 88,305       See Part IV
(79) Valle Del Sol Foundation
3807 N 7th Street
Phoenix,AZ85014 		86-0251255 501(C)(3) 9,400       See Part IV
(80) Valley Leadership
910 E Osborn Ste A
Phoenix,AZ85014 		86-0373283 501(C)(3) 29,000       See Part IV
(81) Valley of the Sun United Way
3200 E Camelback Rd
Phoenix,AZ85018 		86-0104419 501(C)(3) 36,318       See Part IV
(82) Valley of the Sun YMCA
350 North First Avenue
Phoenix,AZ85003 		86-0096799 501(C)(3) 105,000       See Part IV
(83) Victoria Foundation
1122 E Buckeye Road Ste B5
Phoenix,AZ85034 		23-7091708 501(C)(3) 24,750       See Part IV
(84) WestEd
4665 Lampson Ave A
Los Alamitos,CA90720 		94-3233542 Public Entity 380,000       See Part IV
(85) XICO Inc
829 N 1st Avenue
Phoenix,AZ85003 		20-4225234 501(C)(3) 21,800       See Part IV
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Graphic Arrow
85
3
Enter total number of other organizations listed in the line 1 table ........................ . Graphic Arrow
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part II, Line 1(h) AS DESCRIBED IN PART III OF THE FORM 990, HELIOS EDUCATION FOUNDATION FOCUSES ITS COMMUNITY INVESTMENTS ACROSS THREE PRIORITY AREAS: 1) EARLY GRADE SUCCESS; 2) COLLEGE AND CAREER READINESS; AND 3) POSTSECONDARY COMPLETION. EARLY GRADE SUCCESS - FOR OUR YOUNGEST CHILDREN, WE ARE WORKING TO CREATE LEARNING OPORTUNITIES THAT WILL PREPARE CHILDREN TO ENTER KINDERGARTEN AND READ AT GRADE LEVEL BY THE END OF THIRD GRADE THROUGH: - FOSTERING COLLABORATIVE AND SUSTAINABLE EARLY CHILDHOOD EDUCATION SYSTEMS - IMPROVING ACCESS AND QUALITY OF EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT - BRIDGING EARLY CHILDHOOD AND K-3 EDUCATION COLLEGE AND CAREER READINESS - ENSURING ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES ARE PREPARED TO ENTER THE WORKFORCE OR CREDIT-BEARING COLLEGE COURSES WITHOUT REMEDIATION BY: - IMPROVING ACADEMIC RIGOR AND RELEVANCE - EMBEDDING A COLLEGE-GOING CULTURE BY FOSTERING HIGH EXPECTATIONS AND ENGAGING COMMUNITIES POSTSECONDARY COMPLETION - HELPING TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PERSIST AND ATTAIN A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE BY: - STRUCTURING SUPPORTS TO FACILITATE SUCCESSFUL TRANSITION TO CREDIT BEARING COURSES - CONSTRUCTING SCHOLARSHIPS TO SUPPORT PERSISTENCE AND COMPLETION - FOCUSING SUPPORTS AND GUIDANCE ON CERTIFICATE AND DEGREE PATHWAYS INNOVATIVE - PROGRAMS ALIGNED TO THE VALUES, VISION AND MISSION OF THE FOUNDATION THAT FALL OUTSIDE OF OUR OTHER PRIORITY AREAS.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOLLOWING DUE DILIGENCE AND OVERSIGHT PROCEDURES ARE FOLLOWED PRIOR TO AWARDING AND FUNDING A GRANT: THE FOUNDATION'S DUE DILIGENCE PROCESS FOR FIRST-TIME GRANTEES BEGINS IN EARLY CONVERSATIONS BETWEEN THE COMMUNITY ENGAGEMENT LEAD AND THE PROSPECTIVE PARTNER (GRANTEE). MANAGEMENT AND FINANCIAL RISK ARE INFORMALLY EXPLORED THROUGH QUESTIONS SUCH AS: 1. WHAT IS THE ORGANIZATION'S PROCESS OR PRACTICES FOR FINANCIAL PLANNING? THIS QUESTION SEEKS TO UNDERSTAND: A. WHETHER FINANCIAL PLANNING HAPPENS, WITH WHAT LONGITUDINAL OUTLOOK, AND TO WHAT DEGREE B. THE PLANNING TIMEFRAME - ANNUAL OR MULTI-YEAR C. THE DEGREE TO WHICH THE PLANNING IS INCLUSIVE OF FUNCTIONAL AREAS OR SILOED D. HOW FINANCIAL MANAGEMENT IS ALIGNED TO ORGANIZATIONAL GOALS 2. HOW DOES THE ORGANIZATION CONSIDER AND PLAN FOR THE FULL COST OF OPERATIONS? A. DO FINANCIAL PRACTICES ENSURE OPERATIONAL COSTS ARE COVERED OVER TIME? B. ABILITY TO IDENTIFY ANY POTENTIAL HIDDEN ISSUES 3. WHAT WERE THE KEY FINDINGS OF THE MOST RECENT AUDIT? 4. HOW DOES YOUR ORGANIZATION THINK ABOUT AND ACCOUNT FOR INDIRECT COSTS? - COMMUNITY ENGAGEMENT LEAD MAY USE THIS QUESTION TO START A FINANCIAL CONVERSATION THAT CAN EVOLVE - POTENTIAL PARTNERS EXPECT THERE TO BE LIMITATIONS ON INDIRECT COSTS WHEN EXPLORATORY CONVERSATIONS LEAD TO AN INVITATION TO SUBMIT A CONCEPT PAPER, THE PROSPECTIVE PARTNER VALIDATES TWO COMPLIANCE CRITERIA IN THE GRANTS MANAGEMENT DATABASE WHEN THEY ESTABLISH THEIR ONLINE PROFILE: EXISTENCE OF EQUAL OPPORTUNITY EMPLOYER AND ANTI-DISCRIMINATION POLICIES. CONCURRENTLY, GRANTS ADMINISTRATION OBTAINS THE MOST RECENT MANAGEMENT AUDIT LETTER FROM THE ORGANIZATION, AND, USING PUBLICLY AVAILABLE INFORMATION FROM GUIDE STAR BY CANDID, COLLECTS INFORMATION TO DOCUMENT THE FOLLOWING: -IRS NONPROFIT STATUS AND CATEGORY -NET REVENUE -TOP 3 REVENUE SOURCES -LIQUIDITY -SOLVENCY -CASH ON HAND -PERCENT OF PROJECT FUNDING REQUESTED FROM HELIOS -HELIOS GRANT REQUEST AS A PERCENT OF ORGANIZATIONAL ANNUAL BUDGET PROJECT LEAD IN COLLABORATION WITH BROADER TEAM CONSIDERS ANY POTENTIAL RISKS AND HOW TO MANAGE THEM SHOULD THE FOUNDATION CHOOSE TO INVITE A FULL PROPOSAL FOLLOWING ASSESSMENT OF THE CONCEPT PAPER. ONCE A GRANT HAS BEEN AWARDED, A CUSTOMIZED CONTRACT IS DEVELOPED AND EXECUTED. CONTRACTS GENERALLY CONTAIN CUSTOMIZED DELIVERABLES INCLUDING INTERIM REPORTING, SITE VISITS, AND FINAL REPORT. DELIVERABLES ARE ENTERED INTO A TRACKING DATABASE AND MONITORED FOR COMPLIANCE. COMMUNITY ENGAGEMENT STAFF, IN COLLABORATION WITH GRANT ADMINISTRATION STAFF, MONITORS GRANT COMPLIANCE AND PROACTIVELY ADDRESSES ANY GRANT EXCEPTIONS. RETURNING GRANTEES PROPOSING A NEW PROJECT PROVIDE A CURRENT MANAGEMENT AUDIT LETTER. IF THE FOUNDATION IS AWARE OF OTHER AREAS OF PARTICULAR CONCERN THROUGH PAST WORK WITH THE GRANTEE, ADDITIONAL DOCUMENTS MAY BE REQUESTED (E.G., ANNUAL OPERATING BUDGET). EXISTING GRANTEES WITH MULTI-YEAR PROJECTS IN PROGRESS ARE NOT REQUIRED TO RENEW ANY DUE DILIGENCE DOCUMENTS DURING THE COURSE OF THE GRANT.
Schedule I (Form 990) 2021



Additional Data


Software ID: 21014044
Software Version: 2021v4.2