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KNIGHTS TEMPLAR �EYE FOUNDATION

“A MASONIC CHARITY”

“THAT OTHERS MAY SEE”

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MISSION STATEMENT

TO IMPROVE VISION THROUGH RESEARCH, EDUCATION, AND SUPPORTING ACCESS TO CARE

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TO FULFILL THIS MISSION, THE KNIGHTS TEMPLAR EYE FOUNDATION:

  • ANNUALLY INVITES ELIGIBLE INVESTIGATORS TO SUBMIT APPLICATIONS FOR OPHTHALMOLOGY RESEARCH GRANTS FOR THE AWARD PERIOD WHICH NORMALLY RUNS FROM JULY 1 TO JUNE 30
  • SUPPORTS THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY’S EYECARE AMERICA’S SENIORS EYECARE PROGRAM
  • SUPPORTS THE AAO’S PEDIATRIC OPHTHALMOLOGY/STRABISMUS SUBSPECIALTY AREA OF THE OPHTHALMIC NEWS AND EDUCATION (ONE®) NETWORK -- NAMED THE KNIGHTS TEMPLAR EYE FOUNDATION, INC., PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER IN PERPETUITY

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ORIGIN AND HISTORY OF THE KNIGHTS TEMPLAR EYE FOUNDATION, INC.

  • THE KNIGHTS TEMPLAR EYE FOUNDATION, INC. WAS FOUNDED BY THE GRAND ENCAMPMENT OF KNIGHTS TEMPLAR IN 1955 AND INCORPORATED THE FOLLOWING YEAR

  • EARLIEST GOAL WAS TO CORRECT STRABISMUS OR “CROSSED EYES” IN CHILDREN

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  • SINCE ITS INCORPORATION IN 1956 OVER $140 MILLION HAS BEEN EXPENDED ON RESEARCH, EDUCATION, AND PATIENT CARE

  • OVER $23 MILLION IN GRANTS HAVE BEEN AWARDED TO RESEARCHERS WORKING IN THE FIELDS OF OPHTHALMOLOGY AND OPHTHALMOLOGIC GENETICS

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GOVERNANCE

THE KNIGHTS TEMPLAR EYE FOUNDATION, INC. IS A MARYLAND CORPORATION GOVERNED BY A BOARD OF TRUSTEES COMPRISED OF THE SIX ELECTED OFFICERS OF THE GRAND ENCAMPMENT OF KNIGHTS TEMPLAR, ALL PAST GRAND MASTERS OF THE GRAND ENCAMPMENT OF KNIGHTS TEMPLAR, AND SIX TRUSTEES-AT-LARGE ELECTEDF FROM AND BY THE MEMBERSHIP OF THE GRAND ENCAMPMENT OF KNIGHTS TEMPLAR FOR 9 YEAR TERMS

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TAX STATUS

THE KNIGHTS TEMPLAR EYE FOUNDATION, INC., IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER IRC SECTION 501(C)3 AND INDIVIDUAL CONTRIBUTIONS ARE DEDUCTIBLE UNDER IRC SECTION 170

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WHERE ARE WE TODAY?

  • WHILE MEETING ALL EXPENDITURE COMMITMENTS

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YEAR

NET ASSETS

PERCENTAGE INCREASE

JUNE 30, 2012

$91,850,481

JUNE 30, 2013

$99,647,025

8.49%

JUNE 30, 2014

$110,947,612

11.34%

6/30/12 TO 6/30/14

17.21%

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GRANTS -- GUIDELINES

THE KNIGHTS TEMPLAR EYE FOUNDATION, INC., IS COMMITTED TO SUPPORT RESEARCH THAT CAN HELP LAUNCH THE CAREERS OF CLINICAL OR BASIC RESEARCHERS FOCUSED ON THE PREVENTION OR CURE OF POTENTIALLY BLINDING DISEASES IN INFANTS, CHILDREN, AND ADULTS

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EXAMPLES INCLUDE:

  • AMBLYOPIA
  • CATARACT
  • GLAUCOMA
  • OPTIC NERVE HYPOPLASIA
  • RETINOPATHY OF PREMATURITY
  • OCULAR MALFORMATIONS
  • NYSTAGMUS
  • HEREDITARY DISEASES SUCH AS RETINAL DYSTROPHIES AND RETINOBLASTOMA

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TYPES OF GRANTS

  • CAREER-STARTER RESEARCH GRANTS – UP TO $60K/GRANT

APPLICANTS MUST BE AT THE BEGINNING OF THEIR CAREERS AND MUST HAVE

RECEIVED AN M.D., PH.D., OR EQUIVALENT

  • COMPETITIVE RENEWAL GRANTS – UP TO $60K/GRANT

TO EXTEND THE ORIGINAL GRANT PROJECT FOR ONE ADDITIONAL YEAR IF THE

DATA WARRANT

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  • TRAINING MENTORS FOR DEVELOPING COUNTRIES (TMDC) FELLOWSHIP

◊ ANNUAL STIPEND OF $60K

◊ THE SCIENTIFIC ADVISORY COMMITTEE (SAC) HAS IDENTIFIED A

SIGNIFICANT NEED FOR WELL-TRAINED PEDIATRIC OPHTHALMOLOGY

FACULTY IN DEVELOPING COUNTRIES

◊ RECIPIENTS AGREE TO RETURN TO THEIR NATIVE COUNTRIES TO PRACTICE

PEDIATRIC OPHTHALMOLOGY FOR A MINIMUN OF 5 YEARS AND, TO THE

EXTENT POSSIBLE, TRAIN RESIDENTS IN THAT COUNTRY

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A LIST OF THOSE RECEIVING CAREER-STARTER RESEARCH GRANTS, COMPETITIVE RENEWAL GRANTS, AND INSTITUTIONS RECEIVING GRANTS FOR FY 2014-15 IS LOCATED ON OUR WEBSITE –

www.knightstemplar.org/ktef

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GRANTS/FELLOWSHIPS �JULY 1, 2014 – JUNE 30, 2015

  • GRANTS – 27 GRANTS -- $1,590,538

• CAREER STARTER GRANTS

○ 51 APPLICATIONS

○ 19 APPROVED ($1,114,538) [NOTE: AFTER APPROVING ONE OF THE

GRANTS AND PRIOR TO ISSUING THE $60,000 CHECK, THE KTEF WAS

NOTIFIED THAT THE RECIPIENT WAS RETURNING TO JAPAN AND THE

GRANT WAS NOT ISSUED]

○ 18 APPROVED

○ $1,054,538

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GRANTS/FELLOWSHIPS�7/1/14 – 6/30/15

  • COMPETITIVE RENEWAL GRANTS

• 15 APPLICATIONS

• 9 APPROVED @ $536,000

○ TOTAL GRANTS $1,590,538

  • TRAINING MENTORS FOR DEVELOPING COUNTRIES (TMDC)

• 1 APPLICATION

• 1 APPROVED @ $60,000 (PHILIPPINES)

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TOTAL FY 2013-14 RESEARCH AND EDUCATION EXPENDITURES

  • GRANTS -- $1,590,538
  • FELLOWSHIPS -- $60,000
  • ENDOWED PROFESSORSHIP PROGRAM -- $2,000,000
  • ONE NETWORK -- $250,000
  • SENIORS EYECARE PROGRAM -- $250,000

TOTAL FY 2013-14 RESEARCH AND

EDUCATION EXPENDITURES $4,150,538

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EYECARE AMERICA’S SENIORS EYECARE PROGRAM

THE KTEF, INC., HAS A LONG-STANDING PARTNERSHIP WITH THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY. THE KTEF CO-SPONSORS THE ACADEMY’S EYECARE AMERICA PROGRAM WHICH PROVIDES EYE CARE AT NO COST TO THOSE WHO QUALIFY. THROUGH ITS ONLINE REFERRAL CENTER, THE SENIORS EYECARE PROGRAM OFFERS SEVERAL TYPES OF SERVICE BASED ON QUALIFICATIONS

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SENIORS EYECARE PROGRAM

  • SENIORS EYECARE PROGRAM

◊ ENSURES THAT EVERY SENIOR HAS ACCESS TO MEDICAL CARE AND

PROMOTES ANNUAL, DILATED EYE EXAMS AND IS DESIGNED FOR PEOPLE

WHO:

• ARE US CITIZENS OR LEGAL RESIDENTS

• ARE AGE 65 OR OLDER

• HAVE NOT SEEN AN OPHTHALMOLOGIST IN THREE OR MORE YEARS

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DIABETES EYECARE PROGRAM

  • DIABETES EYECARE PROGRAM

PROMOTES ANNUAL, DIALTED EYE EXAMS FOR PEOPLE WITH DIABETES AND

IS DESIGNED FOR PEOPLE WHO:

• HAVE DIABETES

• ARE US CITIZENS OR LEGAL RESIDENTS

• ARE AGE 65 OR OLDER

• HAVE NOT SEEN AN OPHTHALMOLOGIST IN THREE OR MORE YEARS

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GLAUCOMA EYECARE PROGRAM

  • GLAUCOMA EYECARE PROGRAM

◊ PROMOTES EARLY DETECTION AND TREATMENT OF GLAUCOMA AND IS

DESIGNED FOR PEOPLE WHO:

• ARE US CITIZENS OR LEGAL RESIDENTS

• HAVE NOT HAD AN EYE EXAM IN 12 MONTHS OR MORE

• ARE AT AN INCREASED RISK FOR GLAUCOMA DUE TO FAMILY HISTORY,

RACE, OR AGE

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PROCEDURE

  • PEOPLE MAY CALL THE TOLL-FREE HELP LINE AT:

◊ 1-800-222-EYES(3987) FOR THE SENIORS EYECARE PROGRAM

◊ 1-800-272-EYES(3987) FOR THE DIABETES EYECARE PROGRAM

◊ 1-800-391-EYES(3987) FOR THE GLAUCOMA EYECARE PROGRAM

ANYTIME, FOR THEMSELVES AND/OR FAMILY MEMBERS AND FRIENDS, TO SEE IF THEY QUALIFY FOR REFERRAL TO A VOLUNTEER OPHTHALMOLOGIST OR TO REQUEST FREE EYECARE INFORMATION

VISIT www.eyecareamerica.org FOR ADDITIONAL INFORMATION

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PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER

  • IN THE FULFILLMENT OF OUR MISSION THE KTEF HAS PARTNERED WITH THE AMERICAN ACADEMY OF OPHTHALMOLOGY TO CREATE A PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER AS PART OF THE ACADEMY’S OPHTHALMIC NEWS AND EDUCATION (ONE®) NETWORK
  • THE EDUCATION CENTER WILL ENSURE A STRONG EDUCATIONAL FOUNDATION FOR CURRENT AND FUTURE GENERATIONS OF OPHTHALMOLOGISTS, AND BY DOING SO, ELIMINATE A LACK OF OPHTHALMIC EDUCATION AS A CONTRIBUTOR TO GLOBAL BLINDNESS
  • THE EDUCATION CENTER WILL ALSO SPEED THE ADOPTION OF NEW KNOWLEDGE, TECHNOLOGY, AND TREATMENTS

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PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER

  • THE EDUCATION CENTER WILL TEACH:

◊ BASIC SCIENCE PRINCIPLES

◊ PATHOLOGY AND PATHOGENESIS OF DISEASE

◊ SPECIFIC DISEASE CONTENT

◊ DIAGNOSIS AND DIFFERENTIAL DIAGNOSIS

◊ MEDICAL AND SURGICAL MANAGEMENT

◊ RISK MANAGEMENT

◊ COMPLICATIONS MANAGEMENT

◊ PATIENT INSTRUCTIONS

◊ OUTCOMES ASSESSMENT

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PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER

IN RECOGNITION OF OUR SUPPORT,

THE AMERICAN ACADEMY OF OPHTHALMOLOGY

HAS NAMED THE ONE® NETWORK

PEDIATRIC OPHTHALMOLOGY SUBSPECIALTY CENTER

THE KNIGHTS TEMPLAR EYE FOUNDATION, INC.

PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER

IN PERPETUITY

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ENDOWED PROFESSORSHIP PROGRAM

THE KNIGHTS TEMPLAR EYE FOUNDATION HAS COMMITTED

$2MILLION, MATCHED DOLLAR FOR DOLLAR,

TO ESTABLISH THE FIRST

KNIGHTS TEMPLAR EYE FOUNDATION INC.,

PROFESSOR OF OPHTHALMOLOGY RESEARCH

AT

THE MAYO CLINIC

WITH CAMPUSES IN ROCHESTER, MN; SCOTTSDALE AND PHOENIX, AZ;

AND JACKSONVILLE, FL

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ENDOWED PROFESSORSHIP PROGRAM

THE FIRST KNIGHTS TEMPLAR EYE FOUNDATION INC.,

PROFESSOR OF OPHTHALMOLOGY RESEARCH IS

MICHAEL C. BRODSKY, M.D.

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ENDOWED PROFESSORSHIP PROGRAM

  • DR. BRODSKY IS ALSO A PROFESSOR OF NEUROLOGY AND A PROFESSOR OF OPHTHALMOLOGY WITH INTERESTS IN:

◊ EVOLUTIONARY MECHANISMS OF INFANTILE STRABISMUS

◊ CONGENITAL OPTIC DISC ANOMALIES

◊ OCULAR MOTOR PHYSIOLOGY

◊ NYSTAGMUS AND OTHER OCULAR MOTILITY DISTURBANCES

◊ EYE MOVEMENT RECORDING

◊ PEDIATRIC NEURO-OPHTHALMOLOGY

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APL.DE.AP FOUNDATION

  • THE APL.DE.AP FOUNDATION WAS ESTABLISHED BY ALLAN PINEDA, BETTER KNOWN AS APL.DE.AP, A MEMBER OF THE BLACK EYED PEAS TO:

◊ PROMOTE AND EMPOWER FILIPINO YOUTH:

• BY SUPPORTING ARTS PROGRAMS THAT HAVE A PROVEN TRACK RECORD

OF SUCCESS IN GUIDING TALENTED STUDENTS

• BY COLLABORATING WITH ORGANIZATIONS THAT PROMOTE SKILL

BUILDING AND ENTREPRENEURSHIP THROUGH THE USE OF TECHNOLOGY

• BY PROVIDING EYESIGHT CARE FOR CHILDREN

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APL.DE.AP FOUNDATION

  • SUPPORTING THE APL.DE.AP FOUNDATION WILL HELP FULFILL OUR MISSION BY EXTENDING EYECARE SERVICES TO THE PHILIPPINES
  • NOT ONLY BENEFIT THE PHILIPPINES BUT PROVIDE VISIBILITY FOR OUR MEMBERS AND COMMANDERIES IN THE PHILIPPINES

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2014 – 2015 BUDGET

  • GRANTS $2,000,000
  • INTERNATIONAL FELLOWSHIPS $240,000
  • ONE® NETWORK $200,000
  • SENIORS EYECARE PROGRAM $250,000
  • APL.DE.AP FOUNDATION $95,000

$2,785,000

* 2013-14 BUDGET WAS $4,800,000

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SOURCES OF FUNDS

  • ANNUAL ASSESSMENT
  • CHARITABLE CONTRIBUTIONS
  • FUND-RAISING ACTIVITIES
  • MEMORIALS
  • WILLS AND TESTAMENTARY GIFTS
  • DONATIONS FROM ENDOWMENT FUNDS OR SIMILAR SOURCES

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AWARD PROGRAMS

  • LIFE SPONSOR -- $30.00 – SIR KNIGHTS ONLY

(TENNESSEE, MONTANA, AND WYOMING ARE 100% LIFE SPONSORS)

  • ASSOCIATE PATRON -- $50.00 – ANY INDIVIDUAL OR ORGANIZATION

  • PATRON -- $100.00 – ANY INDIVIDUAL OR ORGANIZATION

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AWARD PROGRAMS

  • GRAND COMMANDER’S CLUB – FIRST INSTALLMENT OF $100.00 OR MORE. IN ADDITION, MEMBERS OF THE GRAND COMMANDER’S CLUB PLEDGE TO MAKE ANNUAL CONTRIBUTIONS OF $100.00 OR MORE FOR NINE MORE YEARS UNTIL A TOTAL OF $1000.00 IS REACHED. ONCE CONTRIBUTIONS TOTAL $1000.00, THE INDIVIDUAL IS ENROLLED IN THE GRAND MASTER’S CLUB

  • GRAND MASTER’S CLUB -- $1,000 – INDIVIDUALS

  • MEMORIALS – DONATIONS IN MEMORY OF A DECEASED INDIVIDUAL

  • HONORARIUMS – DONATIONS IN HONOR OF A LIVING INDIVIDUAL IN RECOGNITION OF SERVICE, ACHIEVEMENT, OR FRIENDSHIP

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AWARD PROGRAMS

  • GOLDEN CHALICE -- $10,000

  • SWORD OF MERIT -- $25,000

  • PERMANENT DONOR FUNDS

  • SIGHT CRUSADER – DESIGNATION OF KTEF IN WILL

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VOLUNTARY CAMPAIGN

  • PURPOSE – TO SUPPLEMENT THE INCOME OF THE KTEF THROUGH TESTAMENTARY GIFTS, OUTRIGHT GIFTS, ENDOWMENTS, ETC., TO ASSIST THE FOUNDATION IN FULFILLING ITS MISSION

  • TIME FRAME – OCTOBER 1 – APRIL 30, ANNUALLY

  • NOTE – TESTAMENTARY GIFTS COUNT IN ANNUAL CAMPAIGN

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RECENT VOLUNTARY CAMPAIGN RESULTS

  • 38TH -- $921,483.11
  • 39TH -- $1,281,441.15
  • 40TH -- $1,344,819.06
  • 41ST -- $1,005,161.86
  • 42ND -- $2,140,480.18
  • 43RD -- $1,208,202.66
  • 44TH -- $2,552,318.89
  • 45TH -- $1,379,456.13
  • 46TH -- $1,548,681.01
  • NOTE: ALL FINAL REPORTS SHOWING CONTRIBUTIONS BY GRAND COMMANDERY CAN BE FOUND ON OUR WEBSITE: www.knightstemplar.org/ktef/reports

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TRIENNIAL TOTALS

  • 64TH TRIENNIAL -- $3,631,421

  • 65TH TRIENNIAL -- $5,901,000

  • 66TH TRIENNIAL -- $2,928,137 (TO DATE)

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46TH VOLUNTARY CAMPAIGN

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TOTAL CAMPAIGN

$1,548,681

$$$

% TOTAL

CALENDAR PROGRAM

253,140

16.35

CHRISTMAS

55,776

3.60

TIE & CASE

25,020

1.62

OTHER CONTRIBUTIONS

1,214,745

78.44

$1,548,681

100.00%

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TOP FIVE GRAND COMMANDERIES IN DOLLAR TOTALS

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COMMANDERY

$$$

CHAIRMAN

IDAHO

507,913

KENT R MCCANDLESS

LATHEN ESTATE -- $500K

OHIO

111,809

ROBERT THOMAS STARR

RIFFLE ESTATE -- $30,393

TEXAS

79,685

JAMES HIGDON

GOSSETT ESTATE – 21,479

TENNESSEE

71,835

RALPH BURKS TAYLOR

NEW YORK

70,112

KENNETH I SUSSMAN

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TOP FIVE GRAND COMMANDERIES IN PER CAPITA TOTALS

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COMMANDERY

$$$

CHAIRMAN

IDAHO

1,447.00

KENT R MCCANDLESS

COLORADO

39.87

GROVER L SARDESON

NEW YORK

39.26

KENNETH I SUSSMAN

DISTRICT OF COLUMBIA

28.16

HERB HOLLANDER

CONNECTICUT

22.08

CLYDE W KAYSER, II

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IMPORTANCE OF WILLS AND TESTAMENTARY GIFTS

  • IMPORTANT – WILLS AND TESTAMENTARY GIFTS CAN BE THE BEST SOURCE OF GROWTH FOR THE FOUNDATION AND MUST BE ENCOURAGED BY OFFICERS OF THE GRAND COMMANDRIES AND THE GRAND ENCAMPMENT WHEN SPEAKING ABOUT THE KTEF
  • NEVER MISS AN OPPORTUNITY TO EMPHASIZE THIS IMPORTANT OPPORTUNITY TO GROW OUR FOUNDATION

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IMPORTANCE OF WILL AND TESTAMENTARY GIFTS

  • ASK OUR MEMBERS AND FAMILIES TO INCLUDE THE KTEF IN THEIR WILLS AND ESTATE PLANS
  • ASK THEM TO CONTACT THEIR ATTORNEY NOW TO ADD THE KTEF AS A BENEFICIARY OF THEIR ESTATE
  • IDEAS FOR GIVING INCLUDE:

◊ DIRECT GIFTS IN A WILL

◊ INCOME FROM TRUSTS AND RETIREMENT ACCOUNTS

◊ REMAINDERS OF WILLS AND TRUSTS

◊ INSURANCE POLICIES

◊ SECURITIES

◊ REAL PROPERTY

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IMPORTANCE OF WILLS AND TESTAMENTARY GIFTS

  • CONTACT THE KTEF OFFICE FOR “HOW TO” ADVICE

  • CONTACT THE KTEF OFFICE TO BE DESIGNATED AS A SIGHT CRUSADER, ONE WHO HAS INCLUDED THE KTEF IN HIS ESTATE PLAN

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KTEF CONTACT INFORMATION

ROBERT W BIGLEY

OFFICE ADMINISTRATOR/ASSISTANT SECRETARY

KNIGHTS TEMPLAR EYE FOUNDATION, INC.

1033 LONG PRAIRIE ROAD, SUITE 5

FLOWER MOUND, TX 75022-4230

PHONE: 214.888.0220

FAX: 214.888.0230

EMAIL: manager@ktef.us

WEBSITE: www.knightstemplar.org/ktef

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WE WILL MAKE OUR MARK IN THE EYE COMMUNITY BY PREVENTING BLINDNESS IN FUTURE GENERATIONS THROUGH RESEARCH AND EDUCATION

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IN THE PAST WE COULD HELP ONE PERSON ONE TIME

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IN THE FUTURE WE WILL HELP GENERATIONS TO COME THROUGH RESEARCH AND EDUCATION

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MISSION STATEMENT

TO IMPROVE VISION THROUGH RESEARCH, EDUCATION, AND SUPPORTING ACCESS TO CARE

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