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1 KNIGHTS TEMPLAR EYE FOUNDATION “A MASONIC CHARITY” “THAT OTHERS MAY SEE” 2 MISSION STATEMENT TO IMPROVE VISION THROUGH RESEARCH, EDUCATION, AND SUPPORTING ACCESS TO CARE 3 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 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 4 5 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 6 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 7 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 8 WHERE ARE WE TODAY? 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 WHILE MEETING ALL EXPENDITURE COMMITMENTS 17.21% 9 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 10 EXAMPLES INCLUDE: AMBLYOPIA CATARACT GLAUCOMA OPTIC NERVE HYPOPLASIA RETINOPATHY OF PREMATURITY OCULAR MALFORMATIONS NYSTAGMUS HEREDITARY DISEASES SUCH AS RETINAL DYSTROPHIES AND RETINOBLASTOMA 11 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 12 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 13 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 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 14 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) 15 TOTAL FY 2013-14 RESEARCH AND EDUCATION EXPENDITURES GRANTS -- $1,590,538 FELLOWSHIPS -- ENDOWED PROFESSORSHIP PROGRAM -- $2,000,000 ONE NETWORK -- $250,000 SENIORS EYECARE PROGRAM -- $250,000 $60,000 TOTAL FY 2013-14 RESEARCH AND EDUCATION EXPENDITURES $4,150,538 16 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 17 18 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 19 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 20 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 21 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 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 22 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 23 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 24 25 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 26 ENDOWED PROFESSORSHIP PROGRAM THE FIRST KNIGHTS TEMPLAR EYE FOUNDATION INC., PROFESSOR OF OPHTHALMOLOGY RESEARCH IS MICHAEL C. BRODSKY, M.D. 27 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 28 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 29 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 30 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 31 SOURCES OF FUNDS ANNUAL ASSESSMENT CHARITABLE CONTRIBUTIONS FUND-RAISING ACTIVITIES MEMORIALS WILLS AND TESTAMENTARY GIFTS DONATIONS FROM ENDOWMENT FUNDS OR SIMILAR SOURCES 32 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 33 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 34 AWARD PROGRAMS GOLDEN CHALICE -- $10,000 SWORD OF MERIT -- $25,000 PERMANENT DONOR FUNDS SIGHT CRUSADER – DESIGNATION OF KTEF IN WILL 35 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 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 36 37 TRIENNIAL TOTALS 64TH TRIENNIAL -- $3,631,421 65TH TRIENNIAL -- $5,901,000 66TH TRIENNIAL -- $2,928,137 (TO DATE) 38 46TH VOLUNTARY CAMPAIGN TOTAL CAMPAIGN $1,548,681 $$$ % TOTAL CALENDAR PROGRAM 253,140 16.35 CHRISTMAS 55,776 3.60 TIE & CASE 25,020 1.62 OTHER CONTRIBUTIONS 1,214,745 78.44 $1,548,681 100.00% TOP FIVE GRAND COMMANDERIES IN DOLLAR TOTALS COMMANDERY $$$ 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 39 TOP FIVE GRAND COMMANDERIES IN PER CAPITA TOTALS 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 40 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 41 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 42 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 43 44 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: [email protected] WEBSITE: www.knightstemplar.org/ktef 45 WE WILL MAKE OUR MARK IN THE EYE COMMUNITY BY PREVENTING BLINDNESS IN FUTURE GENERATIONS THROUGH RESEARCH AND EDUCATION 46 IN THE PAST WE COULD HELP ONE PERSON ONE TIME 47 IN THE FUTURE WE WILL HELP GENERATIONS TO COME THROUGH RESEARCH AND EDUCATION 48 MISSION STATEMENT TO IMPROVE VISION THROUGH RESEARCH, EDUCATION, AND SUPPORTING ACCESS TO CARE
