Transcript 2015 KTEF V5x - Grand Encampment, Knights Templar

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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
ORIGIN 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
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WHERE ARE WE TODAY? NET ASSETS
YEAR
NET ASSETS
JUNE 30, 2012
$91,850,481
JUNE 30, 2015
$110,136,855
JUNE 30, 2012 – JUNE 30,
2015
PERCENTAGE INCREASE
19.91PERCENT
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:
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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 WELLTRAINED 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
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GRANTS/FELLOWSHIPS
JULY 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
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GRANTS/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
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TOTAL FY 2014 – 15 RESEARCH AND
EDUCATION EXPENDITURES
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GRANTS – RESEARCH
GRANTS – TRAVEL (ARVO)
FELLOWSHIPS
ONE NETWORK
APL.DE.AP FOUNDATION
SENIORS EYECARE PROGRAM
TOTAL FY 2014 – 15 RESEARCH AND
EDUCATION EXPENDITURES
$1,631,156
$59,590
$60,000
$200,000
$95,000
$250,000
$2,295,746
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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 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
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PEDIATRIC 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
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PEDIATRIC 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
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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
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PEDIATRIC OPHTHALMOLOGY
EDUCATION CENTER
◊ 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 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
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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 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
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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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
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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
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KTEF RECOGNITION 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 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
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RECENT VOLUNTARY CAMPAIGN
RESULTS
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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
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47TH
VOLUNTARY CAMPAIGN
DETAIL
TOTAL CAMPAIGN
$1,864,976
$$$
%TOTAL
LABELS
$111,964
6.00%
LARGE
CALENDAR
$172,685
9.26%
XMAS LABELS
$47,251
2.53%
PRODUCT
(TIE/CASE)
$8,560
0.46%
OTHER
CONTRIBUTIONS
$1,524,516
81.74%
$1,864,976
100.00%
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TOP FIVE GRAND COMMANDERIES
IN DOLLAR TOTALS
COMMANDERY
$$$
CHAIRMAN
IDAHO
$506,930
JOHN ZELLER
LATHEN ESTATE -- $500K
PENNSYLVANIA
$245,221
RAY K. SHEAFFER
ALTER ESTATE -- $163K
MARKLEY ESTATE -- $25K
OHIO
$203,453
ROBERT THOMAS STARR
CLINTON NO. 5 -- $114K
TEXAS
$101,031
JAMES HIGDON
EASTER ESTATE -- $21K
HOLCOMBE ESTATE-$19K
ILLINOIS
$83,953
BRADLEY L. BAKER
KOUBA ESTATE -- $60K
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TOP FIVE GRAND COMMANDERIES
IN PER CAPITA TOTALS
COMMANDERY
$$$
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
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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 COMMANDERIES AND THE GRAND
ENCAMPMENT WHEN SPEAKING ABOUT THE KTEF
► NEVER MISS AN OPPORTUNITY TO EMPHASIZE THIS
IMPORTANT METHOD TO GROW OUR FOUNDATION
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IMPORTANCE 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
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IMPORTANCE 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
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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 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
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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
MISSION STATEMENT
TO IMPROVE VISION THROUGH RESEARCH,
EDUCATION, AND SUPPORTING ACCESS TO
CARE
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