KNIGHTS TEMPLAR EYE FOUNDATION “A Masonic Charity”

Mission statement To improve vision through research, education, and supporting access to care

To fulfill this mission, the Knights Templar Eye Foundation, Inc To fulfill this mission, the Knights Templar Eye Foundation, Inc. annually invites eligible investigators to submit applications for ophthalmology research grants for the award period which normally runs from July 1 to June 30

Origin AND HISTORY OF THE KNIGHTS TEMPLAR EYE FNDN, INC. The Knights Templar Eye Foundation, Inc. was founded by the Grand Encampment in 1955 Earliest goal was to correct strabismus or “crossed eyes” in children

Since its founding in 1955 over $139 million has been expended on research, patient care, and education Over $19 million in grants have been awarded to researchers working in the fields of ophthalmology and ophthalmologic genetics

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, all past Grand Masters of the Grand Encampment, and six trustees-at-large elected from and by the membership of the Grand Encampment for 9 year terms

Tax status The KTEF, Inc. is exempt from federal income taxation under IRC § 501(c)3 and individual contributions are deductible under IRC § 170

Grants -- guidelines The KTEF, Inc. is committed to support research that can help launch the careers of clinical or basic researchers committed to the prevention or cure of potentially blinding diseases in infants, children, and adults. We support clinical or basic research on conditions that can or may eventually be treated or prevented

EXAMPLES INCLUDE: Amblyopia Cataract Glaucoma Optic nerve hypoplasia Retinopathy of prematurity Ocular malformations Nystagmus Hereditary diseases such as retinal dystrophies and retinoblastoma

Types of grants Career-starter Research Grants – Up to $60k/grant – Applicants must be at the beginning of their careers and must have received 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

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 minimum of 5 years and, to the extent possible, train residents in that country

A list of those receiving Career-starter Research Grants, Competitive Renewal Grants, and institutions receiving grants for FY 2012-13 is located on our website – www.knightstemplar.org/ktef

Fiscal year 2012-13 approved grants Career-starter Grants 51 applications 19 approved $1,135,771 Competitive Renewal Grants 16 applications 8 approved $476,000 TOTAL – 27 Grants -- $1,611,171

TOTAL FY 2012-13 Research and Education Expenditures Training Mentors in Developing Countries 0 applications 0 approved EyeCare America -- $250,000 TOTAL FY 2012-13 Research and Education Expenditures $1,861,171

Eyecare america 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 two types of services based on qualifications

Service I for: ◊ US citizens or legal residents ◊ Age 65 or older ◊ Have not seen an EyeMD in 3 or more yrs ◊ Do not belong to an HMO or have eye care through the Veterans Administration Service II for: ◊ US citizens and legal residents ◊ Increased risk of glaucoma (determined by age, race, and family history) ◊ Those who have not had an eye exam in 12 months or more

procedure Visit www.eyecareamerica.org for additional information Eyeglasses, prescription drugs, hospital services, and fees of other medical professionals are excluded

New initiatives Pediatric Ophthalmology Education Center ONE® Network: The Ophthalmic News and Education Network The Foundation of the American Academy of Ophthalmology (FAAO) is committed to reducing avoidable blindness by: ◊ Eliminating lack of ophthalmic education as a contributor to global blindness ◊ Speeding education of new knowledge, technology, and treatments ◊ Ensuring educational foundation for next generation of ophthalmologists

Enhancing clinical relevance within subspecialties and geographic areas Launched ONE® Network in November 2007 with a $12m investment – Program includes: ◊ Comprehensive Ophthalmic Education Portal ◊ Users can access a single knowledge portal ◊ Quality content (vetted) ◊ Rapid access to knowledge

◊ Virtual skills transition center addresses the need for: ◦ Resident and fellow education ◦ Mid-career acquisition of new skills ◦ International training in less developed countries ◊ Improvement in outcomes for pediatric patients ◊ Create extensive simulation library

In recognition of a gift of $250,000 and either an annual maintenance fee or establishment of a named endowed fund to fund maintenance, the Foundation of the American Academy of Ophthalmology will name the ONE® Network pediatric ophthalmology subspecialty center: The Knights Templar Eye Foundation, Inc., Pediatric Ophthalmology Center in perpetuity

Endowed professorship Advantages to KTEF of endowing a professorship ◊ Consistent with KTEF mission ◊ KTEF perpetual benefit from one-time investment ◊ KTEF receives publicity ◊ Creates a new KTEF partnership legacy

Advantages to the endowed institution ◊ Provides institution with a financial resource ◊ Consistent with the institution’s mission statement ◊ Publicity for the institution

A committee developed guidelines for selection of an institution to partner with to establish an endowed professorship ◊ Institution has a premier reputation ◊ Senior faculty member ◊ Guarantee by institution that endowment permanently on-going, the endowment will be used exclusively for research, and there will be on-going recognition of KTEF partnership ◊ Annual report to KTEF

Committee investigated several premier ophthalmology institutions to develop a recommendation to the board on the best partner for the KTEF Factors included: ◊ Type of institution ◊ Geographic location ◊ Premier ophthalmology reputation ◊ Premier reputation in other medical fields ◊ Access to specialists in other disciplines ◊ Publish national medical journal ◊ Provide matching funds ◊ Purpose for which fund income used

◊ Title of endowed professorship – (recognition) ◊ Selector of endowed professorship ◊ Review professor’s productivity ◊ Tenure for professor ◊ Recognition and reports

Committee recommendation Based upon a comparison of these factors the Committee on Endowed Professorships recommended and the Board subsequently approved committing $2million to establish the: KNIGHTS TEMPLAR EYE FOUNDATION, INC., PROFESSOR OF OPHTHALMOLOGY RESEARCH at

THE MAYO CLINIC Rochester, MN Phoenix, AZ Jacksonville, FL

2013-14 budget Grants $2,000,000 International fellowships $300,000 Seniors Eyecare Program $250,000 FAAO One® Network Program $250,000 Endowed Professorship $2,000,000 $4,800,000

Sources of funds Annual assessment Charitable contributions Fund-raising activities Memorials Wills and bequests Donations from endowment funds or similar sources

Award programs LIFE SPONSOR --$30.00 – SK’s only ASSOCIATE PATRON -- $50.00 – Any individual or organization PATRON -- $100.00 – Any ind. or org. GRAND COMMANDER’S CLUB -- $100.00 – Ind. GRAND MASTER’S CLUB -- $1,000.00 – Ind.

MEMORIALS – Donations in memory of a deceased individual HONORARY GIFTS – Donations in honor of a living person in recognition of service or friendship GOLDEN CHALICE -- $10,000 SWORD OF MERIT -- $25,000 PERMANENT DONOR FUNDS SIGHT CRUSADER – Designation of KTEF in will

Voluntary campaign PURPOSE – To supplement the income of the KTEF through bequests, gifts, endowments, etc. to assist the Foundation in fulfilling its mission TIME FRAME – October 1 – April 30 annually NOTE – Will bequests count in annual campaign

Recent 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

Triennial totals 64th Triennial -- $3,631,421 66th Triennial -- $1,379,456 (to date)

45th Voluntary campaign top gr. Command. In total $$’s No. 1 – Indiana -- $257,328 ($240,000) No. 2 – Ohio -- $167,729 ($75,776) No. 3 – California -- $156,275 ($105,102) No.4 – Texas -- $105,991 ($31,460) No. 5 – Pennsylvania -- $62,129

45th Voluntary campaign Top Gr. Command. In per capita No. 1 -- Indiana -- $69.08 No. 2 – Utah -- $48.51 No. 3 – California -- $43.79 No. 4 – Nevada -- $22.93 No. 5 – District of Columbia -- $22.10

Wills and bequests IMPORTANT – Wills and bequests can be the best source of growth for the Foundation and must be encouraged by officers of the Grand Commanderies and Grand Encampment when speaking about the KTEF. NEVER miss an opportunity to stress this important opportunity to grow our Foundation.

Wills and bequests Ask our members to include the KTEF in their wills and estate plans Ask them to contact their attorney now to add the KTEF as beneficiary of their estate Ideas for giving include: ◊ Direct gifts in a will ◊ Income from trusts ◊ Remainders of wills and trusts ◊ Insurance policies ◊ Securities

Contact our office for “how to” advice Contact our office to be designated as a SIGHT CRUSADER, one who has included the KTEF in his estate plan

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 E-mail: manager@ktef.us Website: www.knightstemplar.org/ktef

We will make our mark in the eye community by preventing blindness in future generations through research and education

In the past we could help one person one time 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