2015 Fidelity Charitable Annual Report logo

Fidelity Charitable Board of Trustees

Anna Spanger Nelson

Anna Spangler Nelson, Chair – Charlotte, North Carolina
Board Chair since 2013
Investment Committee
Audit Committee
Trustee since 2005

  • Chairman, Spangler Companies, Inc.
  • Director, North Carolina Capital Management Trust
  • Board Member, C.D. Spangler Foundation
  • Board Member, John S. and James L. Knight Foundation
  • Member, University of North Carolina Board of Governors
  • Board Member, Dean’s Advisors at Harvard Business School

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

Scott Bergeson, Chair

Scott Bergeson – Provo, Utah
Audit Committee
Trustees' Philanthropy Fund Committee
Trustee since 2001
Chair 2008–2013

  • 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
Chair, Governance Committee
Investment Committee
Trustee since 2010

  • Retired, Partner, Goldman Sachs — Global Head of Foreign Exchange Sales and Derivatives Prime Brokerage
  • Trustee and Investment Committee Vice Chair, The John A. Hartford Foundation
  • Former Trustee and Investment Committee Chair, Mount Holyoke College
  • Trustee, Lawrence Academy

Special interests: community and human services, medical research, veterans

Kristin W. Mugford

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

  • Senior Lecturer of Business Administration, Harvard Business School
  • Senior Director, Bain Capital/Sankaty Advisors
  • Member, Board of New Profit Inc.
  • Former Chair, Children's Hospital Boston Board of Overseers

Special interests: health, education, community and human services

Alfred E. Osborne, Jr.

Alfred E. Osborne, Jr., Ph.D. – Los Angeles, California
Chair, Investment Committee
Audit Committee
Trustees' Philanthropy Fund Committee
Trustee since 2008

  • Senior Associate Dean, UCLA Anderson School of Management
  • Professor of Global Economics, Management and Entrepreneurship, 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, Nuverra Environmental Solutions, Inc.
  • Director, Los Angeles Universal Preschool
  • Director, The Los Angeles Police Memorial Foundation

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

Lee Sandwen

Lee Sandwen – Carlisle, Massachusetts
Governance Committee
Trustees' Philanthropy Fund Committee
Trustee since 2014

  • Executive Vice President, Enterprise Services - Fidelity Investments
  • Former Executive Vice President, Fidelity Personal, Workplace, and Institutional Services
  • Former Senior Executive, Real Estate Group, Fidelity Management & Research Company
  • Former Director, Aldrich, Eastman & Waltch
  • Former Lawyer, Goodwin, Procter & Hoar
  • Former Board Member, New England College
  • Former Board Member, Pro Arte Chamber Orchestra
  • Former Board Member, the Pension Real Estate Association and the National Association of Real Estate Investment Management

Special interests: education

Thomas Stewart

Thomas C. Stewart – Eugene, Oregon
Investment Committee
Audit Committee
Trustee since 2013

  • Managing Principal, Andrew Thomas & Co. LLC
  • Former Executive Director, Morgan Stanley, M&A and Fixed Income
  • Former U.S. Naval Officer & Commander of Attack Squadron 0686
  • Retired Board Member, NCAA Leadership Advisory Board
  • Retired Trustee, University of Oregon Foundation

Special interests: veterans affairs, education and human services

Richard D. Tadler

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

  • Senior Advisor, TA Associates, Boston
  • Former General Partner, Investments Orange Nassau
  • Former Assistant to the President, ARMCO Steel
  • Vice President, University of Virginia McIntire School of Commerce Foundation
  • Board Member, Cape Ann Museum
  • President Board of Trustees, Pingree School

Special interests: arts and culture, education

Trustee Emeritus

Rudman J. Ham

Rudman J. Ham – South Natick, Massachusetts
Founder and Trustee 1991–2010
Chair 1991–2007

  • Retired Vice President of Operations, Children's Hospital Medical Center, Boston
  • Chairman of the Board, MASCO (Medical Academic and Scientific Community Organization, Inc.)
  • Trustee, Middlesex Savings Bank
  • Trustee, Crossroads Community Foundation
  • Chairman of the Board, Fenway High School

Special interests: health and science, community and human services, education