A O Smith Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-6076924

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 12, 2021

Organization Profile

PO Box 245008 Attn Tax DeptMilwaukee, WI 53224-9508

(414) 359-4105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

-14%

Higher net margin than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

0.6%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

-24%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets23rd percentile

Assets

$6,381,526

Up $35,197 (+0.6%) from 2019

Net Assets

$6,381,526

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2019

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin23rd percentile

Revenue

Down

$1,463,041

Down $470,355 (-24%) from 2019

Expenses

$1,664,071

Up $75,588 (+4.8%) from 2019

Net Income

Down

-$201,030

Down $545,943 (-158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$6,381,526

Liabilities$1

Net Assets$6,381,526

Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$1,463,041

Expenses$1,664,071

Net Income-$201,030

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Jul 12, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay31st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRUCE M SMITH	President	-	$0	-	-
MARK A PETRARCA	Secretary	-	$0	-	-
CHARLES T LAUBER	Treasurer	-	$0	-	-
PATRICIA K ACKERMAN	Assistant Treasurer	-	$0	-	-
ROGER S SMITH	Director	-	$0	-	-
KEVIN J WHEELER	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: A O Smith Foundation Inc
EIN: 39-6076924
In Care Of: % Patricia K Ackerman
Phone: 4143594105
Address: PO Box 245008 Attn Tax Dept, Milwaukee, WI 53224-9508

Signing Officer

Name: Patricia K Ackerman
Title: Assistant Treasurer
Phone: 4143594000
Signed: 2021-07-12

Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	573117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	946851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	486486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	4496296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Congress Mid Cap Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	FMI Common Stock Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	Vanguard Inst Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	Vanguard STAR Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	959162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	924037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	1009691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	6097996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	FMV
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	236227
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1655125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1655125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	1000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	447291
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	447291
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-201030
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	683518
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	15750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	8946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1655125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1664071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	683518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1463041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	8946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	236227
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-201030
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	236227
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	6381526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	6346329
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	6381526
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	385672
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	385672
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	385672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	395173
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	9501
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	9501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	12774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	9501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	9501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	9501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	12774
IRS990PF/FMVAssetsEOYAmt	0	8869662
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	20919
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	-126639
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	-126639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	6346329
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	6381526
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	5361
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	5415
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	5415
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	6320049
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	6502750
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	8990886
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	6346329
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	6381526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	8869662
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	6346329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	6381526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	6346329
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	6381526
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	0
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	8023819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	95301
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	7928518
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	120357
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	395173
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	7903462
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	8023819
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	5	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BRUCE M SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARK A PETRARCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CHARLES T LAUBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	PATRICIA K ACKERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	ROGER S SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	5	KEVIN J WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Assistant Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	5	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	5	11270 W Park Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	5	Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	4	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	5	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	53224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	53224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	53224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	53224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	4	53224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	5	53224
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	1655125
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	1655125
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	1655125
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	11270 W Park Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Mark A Petrarca
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4143594000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	www.aosmith.com
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	A letter indicating a copy of the IRS exempt status determination
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	MARK A PETRARCA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4143594000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	11270 W Park Place
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	53224
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Limited to charitable scientific literary and educational orgs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1655125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Details Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 245008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53224
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1655125
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	385672
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	385672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1221423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1225556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1314700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1368375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1515815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1515815
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	6399507
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1269453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1221423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1225556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1314700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1368375
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1655125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1269453
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	7915322
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	6645869
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	A O Smith Corporation
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO Box 245008 Attn Tax Dept
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	532249508
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	1000000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	5361
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	5415
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	5415
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Voided Checks
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	15750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	236227
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Current Year Capital Gain
TaxesSchedule/TaxesDetail/Amt	0	8946
TaxesSchedule/TaxesDetail/CategoryTxt	0	Provision for Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PATRICIA K ACKERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4143594000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	A O Smith Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	AOSM
ReturnHeader/Filer/EIN	0	396076924
ReturnHeader/Filer/InCareOfNm	0	% Patricia K Ackerman
ReturnHeader/Filer/PhoneNum	0	4143594105
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 245008 Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm	0	Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532249508
ReturnHeader/ReturnTs	0	2021-07-12T09:00:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ACKERMAN
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,381,526
Liabilities: $1
Net assets: $6,381,526
Revenue: $1,463,041
Expenses: $1,664,071
Net income: -$201,030

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.26	$0.00	$9.26	$2.70	$2.08	$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.64	$0.00		$2.49	$1.76	$0.73
2022Detailed filing. Detailed filing data is available for this year.	$7.91	$0.00	$7.91	$2.55	$1.80	$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.09	$0.00	$7.09	$2.24	$1.58	$0.66
2020Detailed filing. Detailed filing data is available for this year.	$6.38	$0.00	$6.38	$1.46	$1.66	$0.20
2019Summary only. Only limited summary data is available for this year.	$6.35	$0.00		$1.93	$1.59	$0.34
2015Summary only. Only limited summary data is available for this year.	$5.19	$0.00		$2.05	$1.90	$0.15
2014Summary only. Only limited summary data is available for this year.	$4.92	$0.01		$2.04	$1.50	$0.53
2013Summary only. Only limited summary data is available for this year.	$4.38	$0.00		$1.94	$1.45	$0.48
2012Summary only. Only limited summary data is available for this year.	$3.90	$0.00		$1.24	$1.28	$0.04
2011Summary only. Only limited summary data is available for this year.	$3.94	$0.00		$1.26	$1.29	$0.03