2017 Community Impact Report

ABOUT THE A. O. SMITH FOUNDATION

Established in 1955, the A. O. Smith Foundation has been supported by donations from the A. O. Smith Corporation and has provided over $42 million in financial support to worthwhile community organizations, institutions and programs.

In 1985, the Foundation established a Matching Gift Program to encourage employees of the corporation to financially support education. The Foundation believes education to be one of the most important investments individuals can make in the future. Under the terms of the program, the Foundation matches dollar for dollar all employee contributions, up to a maximum of $3,000 per year, to qualified colleges, universities and high schools.

The Foundation also supports a scholarship program to assist employees’ children who plan to continue education in college or vocational-technical school. Renewable scholarships are offered each year for full-time study at an accredited institution of the student’s choice.

community together friendship

MISSION STATEMENT

The A. O. Smith Foundation is committed to make our communities a better place to live and to work. We achieve this by partnering with and supporting education, arts and cultural, medical and human services in the communities in which we operate. At the same time, the Foundation encourages A. O. Smith employees around the world to live the company’s values through volunteerism and community involvement.

Chairman and Chief Executive Officer Ajita Rajendra received the 2017 Bene Award from Alverno College in Milwaukee for his outstanding commitment to the school.

Ajita, who is a member of the Alverno Board of Trustees, was recognized for his personal time and donations as well as the A. O. Smith Foundation’s support of Alverno’s Power and Promise capital campaign. The school has been presenting the Bene award annually since 1996.

The Foundation approved a five-year program to support the capital campaign. The campaign’s goals are to expand classroom, invest in technology, and address Alverno’s growing enrollment. The funding will help the school with four major improvements:

„ Enhancing nursing education with simulation laboratories that enhance learning opportunities for nursing students. The simulators use computer-controlled mannequins to mimic a wide range of medical needs and allow students to practice procedures;

„ Add nine new classrooms and upgrade existing classrooms to integrate internet access and multiple digital displays to allow for online meetings as well as face-to-face activities. The new and improved classrooms are designed to support Alverno’s interactive teaching methods;

„ Create a new student commons that doubles the size of the existing commons. The expanded dining/meeting area will help improve student engagement and provide them with easier access to a number of resources such as financial aid, advising, and counseling;

„ Add new art classrooms and a dance studio to help develop students’ aesthetic abilities.

Alverno is one of the largest Catholic women’s colleges in the U.S. The school offers weekday and flexible weekend undergraduate courses for women as well as graduate programs for both women and men. The A. O. Smith Foundation has supported Alverno since 1992.

Chairman receives award from Alverno College volunteer values

support teamwork vision

partners inspire developing care purpose

183 community partners $1.6 million donated

A.W.E. Inc.

Agape

Al Menah Shriners

Alliance for Strong Families

Alverno College

American Cancer Society

American Heart Association

American Red Cross Americans In Wartime Museum

Aquinas Academy

Army Emergency Relief Fund

Arthritis Foundation

Ashland City Firefighters Fund

Ashland City Police Department

Audio & Braille Literacy Enhancement

Augustana College Aurora at Home

Beecher Dunbar Pembine School District

Beechwood High School

Bethesda Center

Betty Brinn Children’s Museum

Big Brother/Big Sisters

Books from Birth

Boone County High School

Boy Scouts of America Boys & Girls Clubs

Brightstone

Cumberland River Challenge

Cumberland University

Darlington County Sheriff’s Office

Davidson College

Dawn of Hope Foundation

Discalced Carmelistas Monastery

Discovery World

Divine Savior Holy Angels High School

Downs Syndrome Clarksville Association

East Tennessee State University

Bristol Rotary Club Children

Charities of Tri Cities

Bristol Speedway’s Children’s Charities

Brooks House

Camp Ernst Middle School

Cardinal Stritch University

Caroll University

CASA Court Appointed Special Advocates

Castle Heights Upper Elementary

Catholic Central High School Catholic Charities

Centro De La Comunidad Unida

Cheatham County Battered Women’s Shelter

Cheatham County Schools

Cheatham County Sheriff’s Department

Chesterton Academy of Milwaukee

Children’s Hospital & Health System

Children’s Miracle Network

Clemson University

COA Youth & Family Centers

Coalition For Kids College Possible

Columbia Central High School Communities in Schools

Cookeville High School

Economic’s Wisconsin Empower Me Day Camp

Fairview High School

First Stage Fisher House

Fordham Preparatory School

Fraternal Order of Police Lodge 81 Friends of Villa Terrace “Gala in the Garden”

Girl Scouts

Goodwill Industries of SE Wisconsin Governor’s School for Science and Math

Grand River Conservation Authority

Greater Milwaukee Foundation

Groves Memorial Hospital

Habitat for Humanity Hands on Regional Museum

Hope Christian Schools

Howard County General Hospital Foundation

Hunger Task Force

Imagination Library Jericho Shriners

Johnson City Senior Citizen Center Foundation Joseph’s Storehouse

Journey House

Junior Achievement

Juvenile Diabetes Research Foundation

Kids Battle Diabetes Golf Classic

Lace Up for Pink, Inc.

Lake Robinson Rescue Squad

Leadership Middle Tennessee

Leadership Wilson

Lebanon/Wilson County Chamber of Commerce

Leukemia and Lymphoma Society

Life Navigators

Life Point Solutions

Literacy Council of Kingsport

Literacy Services of Wisconsin, Inc.

Loaves and Fishes

Lourdes High School

Make A Wish Foundation

Marathon Kids

Marquette University High School

McBee Rescue Squad

Medical College of WI Mercy Children’s’ Hospital

Meta House

Milwaukee Art Museum

Milwaukee Montessori School

Milwaukee Public Library

Milwaukee Public Museum

Milwaukee Public Television

Milwaukee Rescue Mission

Milwaukee School of Engineering

Milwaukee Symphony Orchestra

Milwaukee Women’s Assn

Missouri University of Science & Technology

Mountain States Health Foundation

Muscular Dystrophy Association

Mustard Seed Ranch

National Multiple Sclerosis Society

Neighborhood House of Milwaukee, Inc.

New Leash on Life

Next Door Foundation

Ohio State University Foundation

PAVE

Pee Dee Coalition Against Criminal & Domestic Violence

Pegram Volunteer Fire Department

Penfield Children’s Center

Pewaukee Lake Water Ski Club –Water Festival

Pleasant View Volunteer Fire Department

Prospect, Inc.

Purdue University Radio Milwaukee

Rees Scholarship Foundation

Riveredge Nature Center

Ronald McDonald House

Rotary Club

Safe & Sound Saint Thomas Hospital

Salvation Army

Schlitz Audubon Nature Center School Choice School House Players Schools That Can Milwaukee Seattle Cancer Care Alliance

Seattle Children’s Hospital

Second Harvest Food Bank Serenity Inns, Inc.

Service Club of Milwaukee

Sharp Literacy Sherry’s Run

Shirley Mann Elementary School

Sojourner Family Peace Center Southern Starrs, Inc. Special Olympics of Washington

St. Anne’s Center

St. Francis Children’s Center

St. Joan Antida High School St. Marcus School

STEM Forward-Engineers & Scientists of MKE Teen Challenge

Tempo Mentor Award

Tennessee Breast Cancer Coalition

Texas A & M University

The Water Council

Two Rivers Volunteer Fire Department United Performing Arts Fund

United Way

University of South Carolina University of Utah University of WI-Milwaukee Business School

University of Wisconsin Foundation Madison University of WI-Oshkosh Foundation Upper Grand Learning Foundation UW-Eau Claire

UWM Foundation Engineers without Borders War Memorial Waves Whip Crackin Rodeo Williams College

Wilson County Christmas for All Wilson County Community Help Center Wilson County Promotions

Wisconsin Assn of Independent Colleges & Universities Wisconsin Business World Wisconsin Equal Justice Fund

Wisconsin Lutheran College Youth Leadership Cheatham County Zoological Society

APPLICATION PROCESS

We encourage organizations requesting financial support from our foundation to submit materials that help tell the story of their organization. This will allow the Foundation to assess their request holistically because we know organizations are more than just forms and numbers.

There is no standard application form, but we have a few requirements to get you started. Please make inquiries on your organization’s official letterhead and include the following:

„ Verification of IRS 501© (3) tax-exempt status

Exact name and location of the organization

Description of the organization, including objectives & purpose

„ Geographic area served by the organization

Explanation of the activity for which support is requested

Description of benefits to be achieved and who will receive benefits

Amount of support being requested

community purpose teamwork

Budget information, including resources of income

Plans for reporting results

Any brochures, pamphlets or other material that describes your organization in greater detail

Please mail application inquiries to: Rita Schwalbach Foundation Manager

A. O. Smith Foundation, Inc. P. O. Box 245008 Milwaukee, WI 53224-9508

Requests are reviewed in the order in which we receive them. To be considered for the following year’s Foundation Budget, applications should be received by October 30.

Note: The Bylaws of A. O. Smith Foundation prohibit contributions to politically active organizations or any other organization whose chief purpose is to influence legislation.

UNITED WAY

29%

HUMAN SERVICES 16% HEALTH

EDUCATION

ARTS & CULTURE

A. O. SMITH FOUNDATION DONATION CATEGORIES

EDUCATION

Promote learning and intellectual development for all ages through a variety of programs.

HUMAN SERVICES

A service that is provided to people in order to help them stabilize their life and find self-sufficiency through guidance, counseling, treatment and the providing of basic needs.

ARTS & CULTURE

Arts and culture bring the performing arts to the public; preserve and commemorate the events, places and cultures that created and continue to shape the nation.

UNITED WAY

HEALTH

Organizations concerned with the body or mind. Hospitals, substance abuse, treatment programs, diseases, medical research, mental health and crisis services.

ADMINISTRATION

The A. O. Smith Foundation is governed by a five member Board of Directors and its operations are administered by the Foundation’s Secretary, who is a member of the Board. The Foundation Board of Directors meet regularly in June and December. Special meetings are held periodically throughout the year as deemed necessary by the President or Secretary. The Foundation’s fiscal year is January 1 through December 31.

BOARD OF DIRECTORS

Edward J. O’Connor Mark A. Petrarca

Ajita Rajendra

Bruce M. Smith Roger S. Smith

OFFICERS

Bruce M. Smith President

Mark A. Petrarca Secretary John J. Kita Treasurer

Patricia K. Ackerman Assistant Treasurer

A. O. Smith Corporation

P. O. Box 245008, Milwaukee, WI 53224 www.aosmith.com

Copyright © 2018. A. O. Smith Corporation. All Rights Reserved.