Transcript KNIGHTS TEMPLAR EYE FOUNDATION

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