A O Smith Foundation Inc
A O Smith Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.4M in total assets. In 2025, it awarded 1 grant totaling $1.9M. Net investment income was $1.1M.
A O Smith Foundation Inc at a glance
In short: A O Smith Foundation Inc gave $1.9M across 1 grant in 2025 (avg $1.9M), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,949,216
- -5.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,949,216
- -5.6% vs 2024
- Median grant
- $1,949,216
- Total assets
- $10,449,394
- +12.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to A O Smith Foundation Inc
Open Grants
1 open opportunity from A O Smith Foundation Inc
Who A O Smith Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Details Available Upon Request ($1.9M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How A O Smith Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 322% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.6M (2021) to $2.1M (2024). In 2025 it made 1 grant totaling $1.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Details Available Upon Request Milwaukee, WI | Various | $1,949,216 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,449,394 | $3,148,034 | $1,961,991 | $1,949,216 | 1 | $1,949,216 | $1,090,784 | $604,668 |
| 2024 | $9,263,351 | $2,698,304 | $2,076,247 | $2,064,692 | 1 | $2,064,692 | $698,304 | $525,690 |
| 2023 | $8,641,294 | $2,485,635 | $1,757,220 | $1,749,565 | 1 | $1,749,565 | $481,135 | $455,485 |
| 2022 | $7,912,879 | $2,545,030 | $1,796,645 | $1,786,615 | 1 | $1,786,615 | $614,765 | $425,570 |
| 2021 | $7,094,759 | $2,243,480 | $1,581,347 | $1,569,703 | 1 | $1,569,703 | $794,580 | $469,066 |
| 2020 | $6,381,526 | $1,463,041 | $1,664,071 | $1,655,125 | 1 | — | $683,518 | $385,672 |
Under IRS private-foundation payout rules, A O Smith Foundation Inc reported a distributable amount of $605K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
A O Smith Foundation Inc is led by Bruce M. Smith, President on every filing since 2020; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bruce M. Smith
President
On filings since 2020
No compensation reported
Roger S. Smith
Director
On filings since 2020
No compensation reported
Mark D. Smith
Director
On filings since 2023
No compensation reported
Stephen M. Shafer
Director
New on the 2025 filing
No compensation reported
Charles T. Lauber
Treasurer
On filings since 2020
No compensation reported
Dominic J. Banham
Assistant Treasurer
On filings since 2022
No compensation reported
Curtis E. Selby
Secretary
On filings since 2024
No compensation reported
Former officers (3)
- Former: Kevin J. Wheeler (2020–2024) — Director
- Former: Mark A. Petrarca (2020–2023) — Secretary
- Former: Patricia K. Ackerman (2020–2021) — Assistant Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about A O Smith Foundation Inc
How much does A O Smith Foundation Inc give each year?
A O Smith Foundation Inc gave $1.9M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 1 grant.
How large is A O Smith Foundation Inc?
A O Smith Foundation Inc reported $10.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $605K (roughly 5% of its investment assets).
Where does A O Smith Foundation Inc operate?
A O Smith Foundation Inc has awarded grants in Wisconsin.
What is A O Smith Foundation Inc's EIN?
A O Smith Foundation Inc's EIN (Employer Identification Number) is 39-6076924. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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