2013 Fidelity Charitable Annual Report logo

Fidelity Charitable Board of Trustees

Scott Bergeson, Chair

Scott Bergeson, Chair – Provo, Utah
Chair of the Board since 2008
Audit Committee
Governance Committee, TPF
Trustee since 2001

  • Partner, Ashross, LLC
  • Retired Executive Vice President, American Stores Company (now Super Value, Inc.) & Chair of Retirement Investment Committee
  • Retired President & CEO, Osco Drug Company
  • Past Advisory Board, Marriott School of Management at Brigham Young University
  • Past Director, Utah Medical Association Financial Services Board
  • Past Member, Utah State Board of Corrections

Special interests: education, health, and science

Audrey McNiff

Audrey McNiff – Greenwich, Connecticut
Chair, Audit Committee
Investment Committee
Trustee since 2010

  • Retired, Partner, Goldman Sachs — Global Head of Foreign Exchange Asset Sales and Derivatives Prime Brokerage
  • Former Head of Foreign Exchange Sales at HSBC Bank, USA
  • Trustee and Investment Committee Chair, Mount Holyoke College
  • Trustee, Lawrence Academy

Special interests: community & human services, education

Kristin W. Mugford

Kristin W. Mugford – Wellesley, Massachusetts
Audit Committee
Investment Committee
Trustee since 2010

  • Managing Director, Bain Capital/Sankaty Advisors
  • Member, Senior Management Team, Sankaty Advisors
  • Former Principal, Bain Capital Private Equity
  • Chair, Children's Hospital Boston Board of Overseers
  • Member, Board of Children's Hospital Trust
  • Trustee, Sage School

Special interests: health, education, community & human services

Anna Spanger Nelson

Anna Spangler Nelson – Charlotte, North Carolina
Chair, Governance Committee
Audit Committee
Trustee since 2005

  • Chairman & Executive Vice President, Spangler Companies, Inc.
  • General Partner, The Wakefield Group
  • Director, Harris Teeter Supermarkets
  • Director, North Carolina Capital Management Trust
  • Board Member, C.D. Spangler Foundation
  • Board Member, John S. and James L. Knight Foundation
  • Board Member, YMCA of Charlotte
  • Board Member, Dean’s Advisors at Harvard Business School

Special interests: education, community and human services, arts and culture

Alfred E. Osborne, Jr.

Alfred E. Osborne, Jr., Ph.D. – Los Angeles, California
Chair, Investment Committee
Audit Committee
Governance Committee
Trustee since 2008

  • Senior Associate Dean, UCLA Anderson School of Management
  • Professor of Global Economics and Management, UCLA
  • Faculty Director, The Harold and Pauline Price Center for Entrepreneurial Studies
  • Faculty Director, UCLA Johnson & Johnson Head Start Management Fellows Program
  • Director, Kaiser Aluminum Inc.
  • Director, The Heckmann Corporation
  • Director, Los Angeles Universal Preschool
  • Director, The Los Angeles Police Memorial Foundation

Special interests: health, community and human services, education, arts and culture

Anne-Marie Soulliere

Anne-Marie Soullière – Boston, Massachusetts
Chair, Trustees' Philanthropy Fund Committee
Governance Committee
Founder and Trustee since 1991

  • President, Fidelity Foundations
  • Trustee, Virgil Thomson Foundation
  • Trustee, Marlboro Music School and Festival
  • Board of Visitors, Yale University School of Music
  • Advisory Board, The Center for Effective Philanthropy

Special interests: arts and culture, education

Richard D. Tadler

Richard D. Tadler – Rockport, Massachusetts
Investment Committee
Trustees' Philanthropy Fund Committee
Trustee since 2009

  • Managing Director, TA Associates, Boston
  • Former General Partner, Investments Orange Nassau
  • Former Assistant to the President, ARMCO Steel
  • Board Member, University of Virginia McIntire School of Commerce Foundation
  • Board Member, Cape Ann Museum
  • Board Member, Glen Urquhart School
  • Board Member, Pingree School

Special interests: arts and culture, education