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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 (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
5
► 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
6
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
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
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
9
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
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 $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
12
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
13
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
14
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
19
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
20
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
21
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
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
23PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER
► 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
24PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER
► THE EDUCATION CENTER WILL TEACH:
◊ BASIC SCIENCE PRINCIPLES
◊ PATHOLOGY AND PATHOGENESIS OF DISEASE
◊ SPECIFIC DISEASE CONTENT
◊ DIAGNOSIS AND DIFFERENTIAL DIAGNOSIS
25PEDIATRIC OPHTHALMOLOGY EDUCATION CENTER
◊ MEDICAL AND SURGICAL MANAGEMENT
◊ RISK MANAGEMENT
◊ COMPLICATIONS MANAGEMENT
◊ PATIENT INSTRUCTIONS
◊ OUTCOMES ASSESSMENT
26PEDIATRIC 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
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
30
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
31
SOURCES OF FUNDS
► ANNUAL ASSESSMENT
► CHARITABLE CONTRIBUTIONS
► FUND-RAISING ACTIVITIES
► MEMORIALS
► WILLS AND TESTAMENTARY GIFTS
► DONATIONS FROM ENDOWMENT FUNDS OR SIMILAR SOURCES
32
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
33
KTEF RECOGNITION 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 $1,000.00 IS REACHED. ONCE CONTRIBUTIONS TOTAL $1,000.00, THE INDIVIDUAL IS ENROLLED IN THE GRAND MASTER’S CLUB
34
KTEF RECOGNITION PROGRAMS
► 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
35
KTEF RECOGNITION PROGRAMS
► GOLDEN CHALICE -- $10,000
► SWORD OF MERIT -- $25,000
► PERMANENT DONOR FUNDS
► SIGHT CRUSADER – DESIGNATION OF KTEF IN WILL
36
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
38
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
43IMPORTANCE OF WILLS 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
44IMPORTANCE OF WILLS AND TESTAMENTARY GIFTS
► 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
45IMPORTANCE OF WILLS AND TESTAMENTARY GIFTS
► 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
46
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
47
WE WILL MAKE OUR MARK IN THE EYE COMMUNITY BY PREVENTING
BLINDNESS IN FUTURE GENERATIONS THROUGH RESEARCH AND
EDUCATION
48
IN THE PAST WE COULD HELP ONE PERSON ONE TIME
49
IN THE FUTURE WE WILL HELP GENERATIONS TO COME THROUGH
RESEARCH AND EDUCATION
50
MISSION STATEMENT
TO IMPROVE VISION THROUGH RESEARCH, EDUCATION, AND
SUPPORTING ACCESS TO CARE