Nonprofit · EIN 39-6076924
A O SMITH FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,148,034 | $1,961,991 | $1,186,043 | $10,449,394 | $0 | $10,449,394 |
| December 31, 2024 | 990-PF | $2,698,304 | $2,076,247 | $622,057 | $9,263,351 | $0 | $9,263,351 |
| December 31, 2023 | 990-PF | $2,485,635 | $1,757,220 | $728,415 | $8,641,294 | $0 | $8,641,294 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,000,000
- Interest
- $1,090,784
- Other income
- $57,250
Expenses
- Grants and similar amounts paid
- $1,949,216
- Disbursements for charitable purposes
- $1,949,216
- Excise tax on investment income
- $15,162
Balance sheet and other
- Total assets, start of year
- $9,263,351
- Total assets, end of year
- $10,449,394
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,449,394
- Fair market value of assets
- $12,959,897
- Qualifying distributions
- $1,949,216
- Net investment income
- $1,090,784
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE M SMITH 11270 W Park Place, Milwaukee, WI 53224 | President | 0 | $0 |
| CHARLES T LAUBER 11270 W Park Place, Milwaukee, WI 53224 | Treasurer | 0 | $0 |
| DOMINIC J BANHAM 11270 W Park Place, Milwaukee, WI 53224 | Assistant Treasurer | 0 | $0 |
| ROGER S SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| STEPHEN M SHAFER 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| MARK D SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| CURTIS E SELBY 11270 W Park Place, Milwaukee, WI 53224 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE M SMITH 11270 W Park Place, Milwaukee, WI 53224 | President | 0 | $0 |
| CHARLES T LAUBER 11270 W Park Place, Milwaukee, WI 53224 | Treasurer | 0 | $0 |
| DOMINIC J BANHAM 11270 W Park Place, Milwaukee, WI 53224 | Assistant Treasurer | 0 | $0 |
| ROGER S SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| KEVIN J WHEELER 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| MARK D SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| CURTIS E SELBY 11270 W Park Place, Milwaukee, WI 53224 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE M SMITH 11270 W Park Place, Milwaukee, WI 53224 | President | 0 | $0 |
| MARK A PETRARCA 11270 W Park Place, Milwaukee, WI 53224 | Secretary | 0 | $0 |
| CHARLES T LAUBER 11270 W Park Place, Milwaukee, WI 53224 | Treasurer | 0 | $0 |
| DOMINIC J BANHAM 11270 W Park Place, Milwaukee, WI 53224 | Assistant Treasurer | 0 | $0 |
| ROGER S SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| KEVIN J WHEELER 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
| MARK D SMITH 11270 W Park Place, Milwaukee, WI 53224 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 11270 W PARK PL STE 170, MILWAUKEE, WI 53224-3624
- In care of
- % CHARLES LAUBER
- Signed the 990-PF
- CHARLES LAUBER, Treasurer
- Phone
- (414) 359-4105
- Website
- www.aosmith.com
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6076924
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,449,394
- Income (IRS master file)
- $3,148,034
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,148,034 | $1,961,991 | $10,449,394 | IRS |
| 990-PF | December 2024 | $2,698,304 | $2,076,247 | $9,263,351 | IRS |
| 990-PF | December 2023 | $2,485,635 | $1,757,220 | $8,641,294 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6076924).
Questions about A O SMITH FOUNDATION INC
- What is the EIN of A O SMITH FOUNDATION INC?
- The employer identification number (EIN) of A O SMITH FOUNDATION INC is 39-6076924.
- Is A O SMITH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to A O SMITH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A O SMITH FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A O SMITH FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did A O SMITH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of A O SMITH FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does A O SMITH FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,148,034, expenses of $1,961,991 and total assets of $10,449,394 at year end.
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