KNIGHTS TEMPLAR EYE FOUNDATION “A MASONIC CHARITY” “THAT OTHERS MAY SEE” 1

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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 (KTEF):

► ANNUALLY INVITES ELIGIBLE INVESTIGATORS TO SUBMIT APPLICATIONS FOR OPHTHALMOLOGY RESEARCH GRANTS FOR THE AWARD PERIOD WHICH NORMALLY RUNS FROM JULY1 TO JUNE 30

► SUPPORTS THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY’S (AAO) EYECARE AMERICA’S SENIOR EYECARE PROGRAM

► SUPPORTS THE AAO’S PEDIATRIC OPHTHALMOLOGY/STRABISMUS SUBSPECIALITY AREA OF THE OPHTHALMIC NEWS AND EDUCATION (ONE®) NETWORK – NAMED THE KNIGHTS TEMPLAR EYE FOUNDATION,

INC., PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER IN PERPETUITY

4ORIGIN AND HISTORY OF THE KNIGHTS TEMPLAR EYE

FOUNDATION, INC.► THE KNIGHTS TEMPLAR EYE FOUNDATION, INC. WAS ESTABLISHED 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 $142 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, 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 ELECTED 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

8WHERE ARE WE TODAY? NET ASSETS

YEAR NET ASSETS PERCENTAGE INCREASE

JUNE 30, 2012 $91,850,481

JUNE 30, 2015 $110,136,855

JUNE 30, 2012 – JUNE 30, 2015

19.91PERCENT

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GRANTS

THE KTEF 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 $65K/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 $65K/GRANT

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

WARRANT

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TYPES OF GRANTS

► 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

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TYPES OF GRANTS

• RECIPIENTS AGREE TO RETURN TO THEIR NATIVE COUNTRIES TO PRACTICE PEDIATRIC OPHTHALMOLOGY FOR A MINIMUM OF FIVE

YEARS AND, TO THE EXTENT POSSIBLE, TRAIN RESIDENTS IN THAT COUNTRY

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GRANTS

A LIST OF THOSE RECEIVING CAREER-STARTER RESEARCH GRANTS, COMPETITIVE RENEWAL GRANTS, AND INSTITUTIONS RECEIVING GRANTS FOR FY 2015-16 IS LOCATED ON OUR WEBSITE

www.knightstemplar.org/ktef

15GRANTS/FELLOWSHIPSJULY 1, 2015 – JUNE 30, 2016

► GRANTS – 28 GRANTS -- $1,672,045

► CAREER STARTER GRANTS

• 45 APPLICATIONS

• 20 APPROVED

$1,193,704

► COMPETITIVE RENEWAL GRANTS

• 13 APPLICATIONS

• 8 APPROVED

$478,341

16GRANTS/FELLOWSHIPS

7/1/15 – 6/30/16

► TRAINING MENTORS FOR DEVELOPING COUNTRIES (TMDC)

• 1 APPLICATION – JULES STEIN EYE INSTITUTE (UCLA)

• 1 APPROVED @ $60,000 (EGYPT)

► TRAVEL GRANTS TO ARVO (THE ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY)

• 59 AWARDED TOTALING $59,590

17TOTAL FY 2014 – 15 RESEARCH AND EDUCATION EXPENDITURES

► GRANTS – RESEARCH $1,631,156

► GRANTS – TRAVEL (ARVO) $59,590

► FELLOWSHIPS $60,000

► ONE NETWORK $200,000

► APL.DE.AP FOUNDATION $95,000

► SENIORS EYECARE PROGRAM $250,000

TOTAL FY 2014 – 15 RESEARCH AND

EDUCATION EXPENDITURES $2,295,746

18EYECARE 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 EYECARE AT NO COST TO THOSE WHO QUALIFY. THROUGH ITS ONLINE REFERRAL CENTER, THE SENIORS EYECARE PROGRAM OFFERS TWO TYPES OF SERVICES BASED ON QUALIFICATIONS

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SENIORS EYECARE PROGRAM

► SERVICE I FOR:

• US CITIZENS OR LEGAL RESIDENTS

• AGE 65 OR OLDER

• HAVE NOT SEEN AN OPHTHALMOLOGIST IN THREE OR MORE YEARS

• NOT BELONG TO AN HMO OR HAVE EYE CARE THROUGH THE VETERANS’

ADMINISTRATION

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SENIORS EYECARE PROGRAM

► SERVICE II FOR:

• US CITIZENS OR LEGAL RESIDENTS

• INCREASED RISK FOR GLAUCOMA (DETERMINED BY AGE, RACE, AND FAMILY HISTORY)

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

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PROCEDURE

VISIT www.eyecareamerica.org FOR MORE INFORMATION OR TO SEE IF YOU QUALIFY FOR A

REFERRAL TO ONE OF EYECARE AMERICA’S 7,000 VOLUNTEER OPHTHALMOLOGISTS

NATIONWIDE

http://www.eyecareamerica.org/

22PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER

► IN 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


► 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


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

27ENDOWED PROFESSORSHIP PROGRAM

THE KNIGHTS TEMPLAR EYE FOUNDTION 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, AZ; AND JACKSONVILLE, FL

28ENDOWED PROFESSORSHIP PROGRAM

THE FIRST KNIGHTS TEMPLAR EYE FOUNDATION INC.,

PROFESSOR OF OPHTHALMOLOGY RESEARCH IS

MICHAEL C. BRODSKY, M.D.

29ENDOWED PROSFESSORSHIP 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

► NYSTAGMUS AND OTHER OCULAR MOTILITY DISTURBANCES

► EYE MOVEMENT RECORDING

► PEDIATRIC NEURO-OPHTHALMOLOGY

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2015 – 16 KTEF BUDGET

► GRANTS – RESEARCH $1,950,000

► GRANTS – TRAVEL (ARVO) $60,600

► FELLOWSHIPS $120,000

► ENDOWED PROFESSORSHIP PROGRAM $2,000,000

► ONE NETWORK $200,000

► SENIORS EYECARE PROGRAM $250,000

$4,580,600

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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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KTEF RECOGNITION PROGRAMS

► LIFE SPONSOR -- $30.00 – SIR KNIGHTS ONLY

(DC, MONTANA, TENNESSEE, AND WYOMING 100%)

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

► PATRON -- $100.00 – ANY INDIVIDUAL OR ORGANIZATION

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► 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 $1,000.00 IS REACHED. ONCE CONTRIBUTIONS TOTAL $1,000.00, THE INDIVIDUAL IS ENROLLED IN THE GRAND MASTER’S CLUB

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► GRAND MASTER’S CLUB -- $1,000.00 – 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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► GOLDEN CHALICE -- $10,000

► SWORD OF MERIT -- $25,000

► PERMANENT DONOR FUNDS

► SIGHT CRUSADER – DESIGNATION OF KTEF IN WILL

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VOLUNTARY CAMPAIGNS

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

► TIME FRAME – OCTOBER 1 TO APRIL 30, ANNUALLY

► NOTE – TESTAMENTARY GIFTS COUNT IN ANNUAL CAMPAIGN

37RECENT VOLUNTARY CAMPAIGN RESULTS

► 38TH -- $921,483 ► 43RD -- $1,208,203

► 39TH – $1,281,441 ► 44TH -- $2,552,319

► 40TH -- $1,344,819 ► 45TH -- $1,379,456

► 41ST -- $1,005,162 ► 46TH -- $1,548,681

► 42ND -- $2,140,480 ► 47TH -- $1,864,976

► NOTE: ALL FINAL REPORTS SHOWING CONTRIBUTIONS BY GRAND COMMANDERY CAN BE FOUND ON OUR WEBSITE: www.knightstemplar.org/ktef/reports

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RECENT TRIENNIAL TOTALS

► 64TH TRIENNIAL -- $3,631,421

► 65TH TRIENNIAL -- $5,901,000

► 66TH TRIENNIAL -- $4,793,113

3947TH VOLUNTARY CAMPAIGN DETAIL

TOTAL CAMPAIGN

$1,864,976 $$$ %TOTAL

LABELS $111,964 6.00%

LARGE CALENDAR

$172,685 9.26%

XMAS LABELS $47,251 2.53%

PRODUCT (TIE/CASE)

$8,560 0.46%

OTHER CONTRIBUTIONS

$1,524,516 81.74%

$1,864,976 100.00%

40TOP FIVE GRAND COMMANDERIES IN DOLLAR

TOTALSCOMMANDERY $$$ CHAIRMAN

IDAHO $506,930 JOHN ZELLERLATHEN ESTATE --

$500K

PENNSYLVANIA $245,221 RAY K. SHEAFFERALTER ESTATE -- $163K

MARKLEY ESTATE -- $25K

OHIO $203,453 ROBERT THOMAS STARR

CLINTON NO. 5 -- $114K

TEXAS $101,031 JAMES HIGDONEASTER ESTATE -- $21K

HOLCOMBE ESTATE-$19K

ILLINOIS $83,953 BRADLEY L. BAKERKOUBA ESTATE -- $60K

41TOP FIVE GRAND COMMANDERIES IN PER CAPITA

TOTALSCOMMANDERY $$$ CHAIRMAN

IDAHO $1,555.00 JOHN ZELLER

PENNSYLVANIA $50.80 RAY K. SHEAFFER

UTAH $44.65 KIM BOWMAN SR.

NEW YORK $35.93 DAVID HARDY

DISTRICT OF COLUMBIA $26.67 MARCEL DESROCHES

42IMPORTANCE 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 COMMANDERIES AND THE GRAND ENCAMPMENT WHEN SPEAKING ABOUT THE KTEF

► NEVER MISS AN OPPORTUNITY TO EMPHASIZE THIS IMPORTANT METHOD TO GROW OUR FOUNDATION


► 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


► CONTACT THE KTEF OFFICE FOR “HOW TO” ADVICE

► CONTACT THE KTEF OFFICE TO BE DESIGNATED 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: [email protected]

WEBSITE: www.knightstemplar.org/ktef

mailto:[email protected]

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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

Documents

KNIGHTS TEMPLAR EYE FOUNDATION “A MASONIC CHARITY” “THAT OTHERS MAY SEE” 1