-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, LhjDk7eGMidCdbM6EgS+QQZxW7dx6QxnnoGKtzh2nXFYzcbOAKsheWYHeFlGu4jy /z2rKkabqSE8APLBguwP7g== 0000773757-08-000074.txt : 20080429 0000773757-08-000074.hdr.sgml : 20080429 20080429163349 ACCESSION NUMBER: 0000773757-08-000074 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20080429 DATE AS OF CHANGE: 20080429 EFFECTIVENESS DATE: 20080429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST I CENTRAL INDEX KEY: 0000773757 IRS NUMBER: 363376651 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-99356 FILM NUMBER: 08786003 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 8003382550 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: COLUMBIA FUNDS TRUST IX DATE OF NAME CHANGE: 20031107 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY STEIN ROE FUNDS MUNICIPAL TRUST DATE OF NAME CHANGE: 19991025 FORMER COMPANY: FORMER CONFORMED NAME: STEINROE MUNICIPAL TRUST DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBIA FUNDS SERIES TRUST CENTRAL INDEX KEY: 0001097519 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-89661 FILM NUMBER: 08786004 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174263750 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: NATIONS FUNDS TRUST DATE OF NAME CHANGE: 19991022 0000773757 S000012098 Columbia U.S. Treasury Index Fund C000032988 Class A C000032989 Class B C000032990 Class C C000032991 Class Z 0000773757 S000012100 Columbia Core Bond Fund C000032995 Class A C000032996 Class B C000032997 Class C C000032999 Class T C000033000 Class Z 0001097519 S000010822 Corporate Bond Portfolio C000030048 Corporate Bond Portfolio 497 1 cfst_cfsti.txt SAI SUPP CFST AND CFST I PM CHGS COLUMBIA FUNDS SERIES TRUST CORPORATE BOND PORTFOLIO Supplement to the Statement of Additional Information, dated August 1, 2007 COLUMBIA FUNDS SERIES TRUST I COLUMBIA CORE BOND FUND Supplement to the Statement of Additional Information, dated September 1, 2007 COLUMBIA U.S. TREASURY INDEX FUND Supplement to the Statement of Additional Information, dated August 1, 2007 (the "Funds") Effective March 28, 2008, Brian Drainville will no longer serve as a portfolio manager of the Funds. Accordingly, all references to Brian Drainville as manager of Columbia U.S. Treasury Index Fund and as co-manager of Corporate Bond Portfolio and Columbia Core Bond Fund are removed from the Statements of Additional Information of the Funds. The following information as it pertains to the Columbia Core Bond Fund is revised as follows: The following is added to the table under the heading "Portfolio Manager(s) of the Advisor": - ------------------------------------------------------- ----------------------------------------------------- Portfolio Manager Fund - ------------------------------------------------------- ----------------------------------------------------- - ------------------------------------------------------- ----------------------------------------------------- Carl W. Pappo Core Bond Fund - ------------------------------------------------------- -----------------------------------------------------
The following table under the heading "Compensation" is revised and replaced in its entirety: - -------------------------------- ----------------------------------------- --------------------------------------------------- Portfolio Manager Performance Benchmark Peer Group - -------------------------------- ----------------------------------------- --------------------------------------------------- - -------------------------------- ----------------------------------------- --------------------------------------------------- Carl W. Pappo Lehman Brothers Lipper Corporate Debt U.S. Aggregate Bond Index Funds A Rated Classification - -------------------------------- ----------------------------------------- ---------------------------------------------------
The following is added to the table under the heading "Other Accounts Managed by the Portfolio Manager(s)": - -------------------------------- -------------------------------- -------------------------------- ------------------------------ Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts - -------------------------------- -------------------------------- -------------------------------- ------------------------------ - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Carl W. Pappo 4 $5,025,000 0 $0 3 $850,000 - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- *Account information is provided as of February 29, 2008.
The following is added to the table under the heading "Other Accounts Managed by the Portfolio Manager(s) for which Compensation is Based on Performance": - -------------------------------- -------------------------------- -------------------------------- ------------------------------ Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts - -------------------------------- -------------------------------- -------------------------------- ------------------------------ - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Carl W. Pappo 0 $0 0 $0 0 $0 - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- *Account information is provided as of February 29, 2008. The following table under the heading "Ownership of Securities" is revised and replaced in its entirety: - ---------------------------------------------------------------- ------------------------------------------------------------- Dollar Range of Equity Portfolio Manager Securities in the Fund Beneficially Owned - ---------------------------------------------------------------- ------------------------------------------------------------- - ---------------------------------------------------------------- ------------------------------------------------------------- Carl W. Pappo None - ---------------------------------------------------------------- ------------------------------------------------------------- * Account information is provided as of February 29, 2008. The following information as it pertains to the Columbia U.S. Treasury Index Fund is revised as follows: The following table under the heading "Portfolio Manager(s) of the Advisor" is revised and replaced in its entirety: - ------------------------------------------------------- ----------------------------------------------------- Portfolio Manager Fund - ------------------------------------------------------- ----------------------------------------------------- - ------------------------------------------------------- ----------------------------------------------------- Jonathan P. Carlson U.S. Treasury Index Fund - ------------------------------------------------------- -----------------------------------------------------
The following table under the heading "Compensation" is revised and replaced in its entirety: - -------------------------------- ----------------------------------------- --------------------------------------------------- Portfolio Manager Performance Benchmark Peer Group - -------------------------------- ----------------------------------------- --------------------------------------------------- - -------------------------------- ----------------------------------------- --------------------------------------------------- Jonathan P. Carlson Citigroup Bond U.S. Treasury Index General U.S. Treasury Index - -------------------------------- ----------------------------------------- ---------------------------------------------------
The following table under the heading "Other Accounts Managed by the Portfolio Manager(s)" is revised and replaced in its entirety:
Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts Number of Assets Number of Assets Number of Assets accounts accounts accounts Jonathan P. Carlson 5 $5.03 billion 9 $2.28 billion 12 $307.13 million
*Account information is provided as of February 29, 2008. The following table under the heading "Other Accounts Managed by the Portfolio Manager(s) for which Compensation is Based on Performance" is revised and replaced in its entirety: Other SEC-registered open-end and Other pooled investment Portfolio Manager closed-end funds vehicles Other accounts - -------------------------------- -------------------------------- -------------------------------- ------------------------------ - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Number of Assets Number of Assets Number of Assets accounts accounts accounts - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ ----------------- Jonathan P. Carlson 0 $0 0 $0 0 $0 - -------------------------------- ------------ ------------------- ------------ ------------------- ------------ -----------------
*Account information is provided as of February 29, 2008. The following table under the heading "Ownership of Securities" is revised and replaced in its entirety: - --------------------------------------- ------------------------------- ----------------------------------------- Fund Dollar Range of Portfolio Manager Equity Securities in the Fund Beneficially Owned - --------------------------------------- ------------------------------- ----------------------------------------- - --------------------------------------- ------------------------------- ----------------------------------------- Jonathan P. Carlson U.S. Treasury Index Fund None - --------------------------------------- ------------------------------- ----------------------------------------- * Account information is provided as of February 29, 2008.
INT-50/151604-0308 April 29, 2008 -----END PRIVACY-ENHANCED MESSAGE-----