2017 Community Impact Report

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

friendship together

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.

COMMUNITY PARTNER

Chairman receives award from Alverno College 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.

support

inspire

partners

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vision care teamwork purpose values

2017 COMMUNITY PARTNERS

Cumberland River Challenge Cumberland University Darlington County Sheriff’s Office Davidson College Dawn of Hope Foundation Discalced Carmelistas Monastery Discovery World

183

community partners

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

$1.6

million donated

Bristol Rotary Club Children Charities of Tri Cities

Divine Savior Holy Angels High School Downs Syndrome Clarksville Association East Tennessee State University Economic’s Wisconsin

Bristol Speedway’s Children’s Charities

Empower Me Day Camp

Brooks House

First Stage

Camp Ernst Middle School

Fisher House

Cardinal Stritch University

Fordham Preparatory School

Caroll University

Fraternal Order of Police Lodge 81

CASA Court Appointed Special Advocates

Friends of Villa Terrace “Gala in the Garden”

Castle Heights Upper Elementary

Girl Scouts

Catholic Central High School

Goodwill Industries of SE Wisconsin

Catholic Charities

Governor’s School for Science and Math

Centro De La Comunidad Unida

Fairview High School

Grand River Conservation Authority

Audio & Braille Literacy Enhancement

Cheatham County Battered Women’s Shelter

Augustana College

Cheatham County Schools

Groves Memorial Hospital

Aurora at Home

Cheatham County Sheriff’s Department

Habitat for Humanity

Beecher Dunbar Pembine School District

Chesterton Academy of Milwaukee

Greater Milwaukee Foundation

Hands on Regional Museum Hope Christian Schools

Beechwood High School

Children’s Hospital & Health System

Bethesda Center

Children’s Miracle Network

Howard County General Hospital Foundation

Betty Brinn Children’s Museum

Clemson University

Hunger Task Force

Big Brother/Big Sisters

COA Youth & Family Centers

Imagination Library

Books from Birth

Coalition For Kids

Jericho Shriners

Boone County High School

College Possible

Boy Scouts of America

Columbia Central High School

Johnson City Senior Citizen Center Foundation

Boys & Girls Clubs

Communities in Schools

Joseph’s Storehouse

Brightstone

Cookeville High School

Journey House

Junior Achievement Juvenile Diabetes Research Foundation

Neighborhood House of Milwaukee, Inc.

St. Anne’s Center

New Leash on Life

St. Joan Antida High School

St. Francis Children’s Center

Kids Battle Diabetes Golf Classic

Next Door Foundation

Lace Up for Pink, Inc.

Ohio State University Foundation

Lake Robinson Rescue Squad

PAVE

Leadership Middle Tennessee

Pee Dee Coalition Against Criminal & Domestic Violence

Teen Challenge

Lebanon/Wilson County Chamber of Commerce

Pegram Volunteer Fire Department

Tennessee Breast Cancer Coalition

Leukemia and Lymphoma Society

Pewaukee Lake Water Ski Club – Water Festival

Leadership Wilson

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

Penfield Children’s Center

Pleasant View Volunteer Fire Department

St. Marcus School STEM Forward-Engineers & Scientists of MKE Tempo Mentor Award Texas A & M University The Water Council Two Rivers Volunteer Fire Department United Performing Arts Fund

Prospect, Inc.

United Way

Purdue University

University of South Carolina

Radio Milwaukee

University of Utah

Rees Scholarship Foundation

University of WI-Milwaukee Business School

Riveredge Nature Center Ronald McDonald House Rotary Club Safe & Sound Saint Thomas Hospital Salvation Army

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

Schlitz Audubon Nature Center

UWM Foundation Engineers without Borders

School Choice

War Memorial

School House Players

Waves

Schools That Can Milwaukee

Whip Crackin Rodeo

Seattle Cancer Care Alliance

Williams College

Seattle Children’s Hospital

Wilson County Christmas for All

Second Harvest Food Bank

Wilson County Community Help Center

Serenity Inns, Inc.

Wilson County Promotions

Milwaukee Women’s Assn

Service Club of Milwaukee

Missouri University of Science & Technology

Sharp Literacy

Wisconsin Assn of Independent Colleges & Universities

Sherry’s Run

Wisconsin Business World

Mountain States Health Foundation

Shirley Mann Elementary School

Wisconsin Equal Justice Fund

Muscular Dystrophy Association

Sojourner Family Peace Center

Wisconsin Lutheran College

Mustard Seed Ranch

Southern Starrs, Inc.

Youth Leadership Cheatham County

National Multiple Sclerosis Society

Special Olympics of Washington

Zoological Society

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

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

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teamwork purpose

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.

2017 CONTRIBUTIONS SUMMARY

12%

UNITED WAY

29%

HUMAN SERVICES

31%

EDUCATION

12% ARTS & CULTURE

16% HEALTH

A. O. SMITH FOUNDATION DONATION CATEGORIES

EDUCATION

HUMAN SERVICES

ARTS & CULTURE

HEALTH

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

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 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.

Organizations concerned with the body or mind.

Hospitals, substance abuse, treatment programs, diseases, medical research, mental health and crisis services.

UNITED WAY

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

A. O. Smith Corporation P. O. Box 245008, Milwaukee, WI 53224 www.aosmith.com Copyright © 2018. A. O. Smith Corporation. All Rights Reserved.

OFFICERS Bruce M. Smith President Mark A. Petrarca Secretary John J. Kita Treasurer Patricia K. Ackerman Assistant Treasurer