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.
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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.
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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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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