2018 Community Impact Report

Our Mission: 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.

Established in 1955, the A. O. Smith Foundation has been supported by donations from the A. O. Smith Corporation and has provided over $44 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.

MILWAUKEE ART MUSEUM

PHOTO CREDIT: FRONT ROOM PHOTOGRAPHY

29 new scholarships $41,500.00 awarded

53 scholarships renewed $82,900.00

Total awarded in 2018: $124,400.00

Arts & CultureArts 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.

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

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

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

Arts & Culture

Education

Health

United Way

Human Services

A. O. Smith Corporation Scholarship Program: A. O. Smith Foundation, Inc. offers 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.

Our Charities: The A. O. Smith Foundation is proud to support organizations and institutions that help to make our communities a better place to live and work. In the following pages, we’re pleased to share a few brief sample stories about the positive impact of the A. O. Smith Foundation and our partners.

2018 Contributions Summary:

Scholarship recipients are selected on the basis of academic record, demonstrated leadership and participation in school and community activities, honors, work experience, statement of goals and aspirations, unusual personal or family circumstances, and an outside appraisal.

If selected as a recipient, the student will receive an award ranging from $500 to $3,000. Awards may be renewed for up to three additional years or until a bachelor’s degree is earned, whichever occurs first.

82 scholarships awarded in 2018

36%

6%30%

13%

15%

Next Door

Next Door Milwaukee is celebrating its fiftieth year of helping children and families find long-term success through quality education and programming. For 30 of those years, the A. O. Smith Foundation has been a proud supporter.

Next Door focuses on the development of the whole child at the critical ages between birth and five-years-old, when 85 percent of brain development occurs. Research shows that children growing up in poverty are up to 18 months behind their peers academically when entering kindergarten. Next Door is the intervention that breaks this cycle.

“We’re a leader in early education,” says Cristina Crogan, vice president of development and communication at Next Door. “We’re devoted to the critical nature of early childhood education, which can lead to the long-term health and wellness of children and a stronger community.”

All of the services offered at Next Door are free.

“We do get federal dollars to help, but we couldn’t do it without donor support,” says Crogan. “The funding the A. O. Smith Foundation provides supports our programming—from what’s happening in classrooms and with the parents to our comprehensive services.”

Learn more about Next Door at nextdoormke.org.

Milwaukee Art Museum

The Milwaukee Art Museum is not only bringing people face-to-face with legendary works of art each day, it is also working to preserve and protect the more than 30,000 pieces of art in its collection. It is a dual role that museum staffers take very seriously.

“We try to provide as many opportunities for the community to make the Art Museum their own as we can,” says Amanda Peterson, senior director of audience engagement at the Milwaukee Art Museum (MAM). “We truly pride ourselves on connecting people’s interests to art in a way that excites and motivates them.”

The A. O. Smith Foundation has been a proud supporter of the Museum’s annual fund for more than a decade. The fund helps to cover general operating expenses and support discounted admission programs that draws in thousands of Wisconsin teachers and kids each month.

“A. O. Smith’s steadfast support gives the Museum a chance to preserve the building, art collection and facilities around the Museum and welcome the local community in every single day,” continues Peterson.

Learn more about the Milwaukee Art Museum at mam.org.

PHOTO CREDIT: FRONT ROOM PHOTOGRAPHY

McBee Rescue Squad

A call to serve the community drives the volunteers of the McBee Rescue Squad in South Carolina. The Squad is made up of EMTs and paramedics who donate their time to respond to local emergencies when the county’s ambulances are busy, too far away or need additional assistance.

All of the 15 members of the McBee Rescue Squad have full- or part-time jobs in addition to their volunteer duties and earned their EMT and paramedic certification on their own time. After completing training, they stay connected to county ambulance calls through walkie-talkies and text messages, responding whenever they can.

All the services of the McBee Rescue Squad are provided free-of-charge. Financial support from the community helps to cover the Squad’s medical supplies, equipment, training and operating expenses.

“A. O. Smith donates annually to the McBee Rescue Squad,” says Katie Reaves, human resources supervisor at the A. O. Smith facility in McBee. “Many A. O. Smith employees or their family members live in McBee, and we want to support the organizations that are here to assist them.”

To learn more about the McBee Rescue Squad, visit mcbeerescue.org.

Marathon Kids

Marathon Kids is on a mission to get kids moving. And the A. O. Smith Foundation and Aquasana are proud to help pitch in to make that happen.

“Research shows that when kids participate in Marathon Kids, they have a much better chance of getting enough daily physical activity,” explains Heidi Gollub, Marathon Kids’ chief marketing officer. “Active kids do better in every way. They are happier, healthier and more likely to succeed in school and in life.”

The A. O. Smith Foundation and Aquasana provide financial assistance to Marathons Kids, which allows the organization to make its programming available in underserved communities.

“Thanks to generous donations from community partners like the A. O. Smith Foundation, Marathon Kids provided $1,300,000 in grant funds to 568 run clubs for the 2017-2018 season,” says Gollub. “These funds got 86,046 kids moving in 44 states.”

“Running means speed and freedom, healthy competition and accomplishment,” explains Gollub. “Our program teaches kids the joy in running a distance. Before they know it, they’ve achieved more than they ever thought possible.”

Learn more about Marathon Kids at marathonkids.org.

Ronald McDonald House

On the back of a door, in a building devoted to keeping families together during illness, hangs a sign bearing the A. O. Smith Foundation name and mission statement. The sign signifies to visitors that their stay at the Ronald McDonald House of Eastern Wisconsin is fully funded by the A. O. Smith Foundation, which recently committed to sponsoring one of 70 guest rooms at the Ronald McDonald House of Eastern Wisconsin for six months.

Ronald McDonald House Charities of Eastern Wisconsin is a place that exists solely to keep families together and close to the medical care they need when their child is sick or injured. The house was built on the foundation that nothing else should matter when a family is focused on the health of their child.

“One of the best things about staying in the Ronald McDonald House is living in a community with other families going through a similar journey,” says Bridget Kesner, development director at the Ronald McDonald House Charities of Eastern Wisconsin. “We are so grateful to companies like A. O. Smith, because when they say ‘yes’ to our mission, it allows us to wrap our arms around families in need.”

Learn more about Ronald McDonald House Charities at rmhc-easternwi.org.

PHOTO CREDIT: SARAH STATHAS

The ARK Meals on Wheels

Several times a week, homebound seniors look forward to a nutritious lunch and friendly visit from the volunteers at ARK Meals on Wheels in South Cheatham County, Tennessee, who deliver five meals during three visits.”

“Meals on Wheels is essential to our seniors. Some don’t have family or friends nearby to check on them, making the visit as important as the food,” says Anne Carty, program director at ARK Community Resource Center, which runs the Meals on Wheels program.

ARK Meals on Wheels recently encountered a funding shortfall when it nearly doubled the number of seniors it serves. With a donation from the A. O. Smith Foundation, ARK Meals on Wheels was able to cover the deficit and continue feeding and assisting close to 100 seniors in the South Cheatham community.

“The Meals on Wheels representatives were so grateful to receive this support,” says Lisa Williams, human resources manager at A. O. Smith in Ashland City. “A. O. Smith and the Foundation helped The ARK ensure that their Meals on Wheels seniors continue receiving nutritious meals and invaluable contact with their friendly, caring volunteers. It means so much to all of us to be able to help such a great cause.”

Learn more about The ARK Community Resource Center at ark-noahs.org.

Mustard Seed Ranch

Not every child gets a perfect childhood, but at Mustard Seed Ranch in Cookeville, Tennessee, kids find the peace, love and support they need to build happy and successful futures.

“Kids here have an opportunity to just be kids, often for the first time in their young lives,” says Tammy Depperschmidt, executive director of Mustard Seed Ranch.

Mustard Seed Ranch is an interdenominational home for children, ages five through 18, who are recovering from trauma. The 113 acres currently has two homes for boys and one for girls, with each home accommodating up to eight children.

The A. O. Smith Foundation discovered Mustard Seed Ranch through the employees working at APCOM, a subsidiary of A. O. Smith in Cookeville. Annually, APCOM hosts employee events to raise money for the ranch and provide the kids Christmas presents.

“We provide a loving and healing environment where kids grow into the young men and women they were intended to become,” says Depperschmidt. “And we couldn’t do it without friends like APCOM and the A. O. Smith Foundation.”

Learn more about Mustard Seed Ranch at mustardseedranchtn.org.

Mercy Community Healthcare

What started as a children’s clinic in a modest home in downtown Franklin, Tennessee, has grown into a healthcare organization serving all ages with multiple locations, 150 staff members and nearly 10,000 patients per year. Twenty years after opening, Mercy Community Healthcare remains dedicated to providing compassionate, quality care to its patients, regardless of their income. Seventy percent of Mercy’s patients are uninsured or underinsured or on Medicaid or Medicare.

“We believe that everyone should have access to healthcare regardless of their ability to pay,” says Kristi Sylvester, Mercy’s director of marketing, events and development. “We rely on donations and the patients who do have the ability to pay to help offset costs.”

“APCOM chose Mercy Community Healthcare as a charity of choice ten years ago,” says Tina McKeithan, APCOM’s human resources manager. “The annual support from the A. O. Smith Foundation allows them to continue providing care to so many in need.”

Mercy provides the community with integrated care for every age — pediatrics, adult primary care, mental and behavioral health and chronic care for those with pre-existing or long-term illnesses.

Learn more about Mercy Community Healthcare at mercytn.org.

SCHLITZ AUDUBON NATURE CENTER

PHOTO CREDIT: SCHLITZ AUDUBON NATURE CENTER

American Red Cross

88Nine Radio Milwaukee

Adventure Science Center

Agape

Al Menah Shriners

Allen DeShields Organization-Ident-A-Kid

Alliance for Strong Families

ALS Association Wisconsin Chapter

Alzheimer’s Association-Clarksville Chapter

American Cancer Society

American Heart Association

Americans In Wartime Museum

Aquinas Academy

Arthritis Foundation

Artists Working in Education

Ashland City Firefighters Fund

Ashland City Police Department

Audio & Braille Literacy Enhancement

Augustana College

Aurora at Home

Benedictine College

Bethesda Center

Betty Brinn Children’s Museum

Big Brother Big Sisters of America

Books from Birth

Boy Scouts of America

Boys & Girls Clubs of America

Brightstone

Bristol Speedway’s Children’s Charities

Brooks House

Camp Ernst Middle School

Carolina Kids

Carroll University

CASA Court Appointed Special Advocates

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 of Wisconsin

Children’s Miracle Network

COA Youth & Family Centers

Coalition For Kids

College Possible

Columbia Central High School

Communities in Schools

Community Sports & Entertainment Support, Inc.

Concordia University

Cookeville High School

Cooper Middle School

Cristo Rey Jesuit High School

Cumberland River Challenge

Curators of the University of Missouri

Darlington County Sheriff’s Office

Davidson College

Dawn of Hope Foundation

Discalced Carmelitas Monastery

Discovery World Science and Technology Center

Divine Savior Holy Angels High School

Downs Syndrome Clarksville Association

East Tennessee State University

Economics Wisconsin

Empower Me Day Camp

Fairview High School

First Stage

Fisher House

Fordham Preparatory School

Fraternal Order of Police Lodge 81

Girl Scouts

Goodwill Industries of SE Wisconsin

Grand River Conservation Authority

Gray Middle School

Greater Milwaukee Foundation

Groves Memorial Hospital

Habitat for Humanity

Hands On! Discovery Center

Hope Christian Schools

Hunger Task Force

Imagination Library

Jericho Shriners

Johnson City Firefighters Association

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, Incorporated

Leadership Spark

Leadership Wilson

Lebanon/Wilson County Chamber of Commerce

Leukemia and Lymphoma Society

Life Point Solutions

Literacy Services of Wisconsin, Incorporated

Loaves and Fishes

Long Brach Elementary School

Lourdes Academy of Oshkosh

Make A Wish Foundation

Marathon Kids

Marquette University High School

McBee Elementary School

McBee High School

McBee Rescue Squad

Medical College of Wisconsin

Mercy Community Healthcare

Messmer Catholic Schools

Milwaukee Art Museum

Milwaukee Institute of Art & Design

Milwaukee Montessori School Gala

Milwaukee Public Library

Milwaukee Public Museum

Milwaukee Public Television

Milwaukee Rescue Mission

Milwaukee School of Engineering

Milwaukee Symphony Orchestra

Milwaukee Women inc

Mountain States Health Foundation

Muscular Dystrophy Association

Mustard Seed Ranch

National Multiple Sclerosis Society

Neighborhood House of Milwaukee

New Leash on Life

Next Door

Pat Summit Foundation

PAVE Schools That Can Milwaukee

Pee Dee Coalition Against Criminal & Domestic Violence

Pegram Volunteer Fire Department

Penfield Children’s Center

Pewaukee Lake Water Ski Club

Pleasant View Volunteer Fire Department

Prospect, Incorporated

Rees Scholarship Foundation

Regional Center for Advanced Manufacturing

Riveredge Nature Center

Ronald McDonald House

Rotary Club

Rutherford County Foster Parent Association

Safe & Sound

SaintA

Salvation Army

Schlitz Audubon Nature Center

Second Harvest Food Bank

Serenity Inns, Incorporated

Sharp Literacy

Sherry’s Run

Sojourner Family Peace Center

Southern Starrs, Incorporated

Southside Elementary

St. Ann Center

St. Francis Children’s Center

St. Joan Antida High School

St. Marcus School

STEM Forward-Engineers & Scientists of Milwaukee

Teen Challenge

Tempo Milwaukee

Texas A&M University

The ARK Meals on Wheels

The Ohio State University

The Water Council

Trent Hill Center for Children and Families

Two Rivers Volunteer Fire Department

United Performing Arts Fund

United Way

University of Illinois Foundation

University of North Carolina at Chapel Hill

University of Tennessee Foundation, Incorporated

University of Wisconsin Eau Claire

University of Wisconsin Foundation

Upper Grand Learning Foundation

UWM Foundation

Veterans Memorial Park

War Memorial Center

Water Mission

Waves

Welmont Foundation

Wilson Chamber Building Fund

Wilson County Christmas for All

Wilson County Community Help Center

Wilson County Promotions

Wilson Trousdale Resource Parent Association

Wisconsin Association of Independent Colleges & Universities

Wisconsin Business World

Wisconsin Equal Justice Fund

Wisconsin Lutheran College

Wisconsin Lutheran High School

Youth Frontiers

Youth Leadership Cheatham County

Zoological Society of Milwaukee

$1.6 million donated to nonprofit community organizations

189 nonprofit organizations funded

$1.6m 189

2018 Community Partners

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(c)(3) tax-exempt status

• Exact name and location of the organization

• Description of the organization, including objectives and 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

• 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 31.

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.

Board of Directors:

Edward J. O’Connor

Mark A. Petrarca

Ajita Rajendra

Bruce M. Smith

Roger S. Smith

Kevin J. Wheeler

Officers:

Bruce M. Smith President

Mark A. Petrarca Secretary

John J. Kita Treasurer

Patricia K. Ackerman Assistant Treasurer

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.

Administration:

The A. O. Smith Foundation is governed by a six-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.

A. O. Smith Corporation

11270 West Park Place Milwaukee, WI 53224-9508

www.aosmith.com

Copyright © 2019. A. O. Smith Corporation. All Rights Reserved.