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KNIGHTS TEMPLAR EYE FOUNDATION

“A Masonic Charity”

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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, 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

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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

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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

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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

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TAX STATUS

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

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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

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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 $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

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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

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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

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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

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Training Mentors in Developing Countries

0 applications 0 approved EyeCare America -- $250,000

TOTAL FY 2012-13 Research and Education Expenditures

$1,861,171

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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

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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

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PROCEDURE

Visit www.eyecareamerica.org for additional information

Eyeglasses, prescription drugs, hospital services, and fees of other medical professionals are excluded

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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

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o Enhancing clinical relevance within subspecialties and geographic areas

o 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

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◊ 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

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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

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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

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

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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

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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

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

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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

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THE MAYO CLINIC

Rochester, MNPhoenix, AZ

Jacksonville, FL

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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

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SOURCES OF FUNDS Annual assessment Charitable contributions Fund-raising activities Memorials Wills and bequests Donations from endowment funds or

similar sources

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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.

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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

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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

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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

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TRIENNIAL TOTALS 64th Triennial -- $3,631,421

65th Triennial -- $5,901,000

66th Triennial -- $1,379,456 (to date)

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45TH VOLUNTARY CAMPAIGNTOP 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

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45TH VOLUNTARY CAMPAIGNTOP 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

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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.

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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

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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

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KTEF CONTACT INFORMATION

Robert W. BigleyOffice Administrator/Assistant Secretary

Knights Templar Eye Foundation, Inc.1033 Long Prairie Road, Suite 5Flower Mound, TX 75022-4230

Phone: 214.888.0220Fax: 214.888.0230

E-mail: manager@ktef.usWebsite: 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

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