-----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, PT7w4rxW6J+c73l0J6+DuLc7KGTXxqBSlOaDFHTv+ShK1sXLj0UUDErTw6EyudNO r9bqQh0lGVCELCjTusrCAQ== 0000773757-07-000149.txt : 20070622 0000773757-07-000149.hdr.sgml : 20070622 20070622163621 ACCESSION NUMBER: 0000773757-07-000149 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20070622 DATE AS OF CHANGE: 20070622 EFFECTIVENESS DATE: 20070622 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: 07936856 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 0000773757 S000010619 Columbia Federal Securities Fund C000029369 Class A C000029370 Class B C000029371 Class C C000029372 Class Z 0000773757 S000012097 Columbia Intermediate Bond Fund C000032983 Class A C000032984 Class B C000032985 Class C C000032986 Class R C000032987 Class Z 497 1 cfsfcarlsonsupp.txt CIBF & CFSF PM CHANGE SUPPLEMENTS COLUMBIA FUNDS SERIES TRUST I Columbia Federal Securities Fund (the "Fund") Supplement to Prospectuses dated January 1, 2007 The section of the Prospectuses captioned "Portfolio Manager" is removed and replaced in its entirety by the following disclosure: PORTFOLIO MANAGER - ------------------------------------------------------------------------------- Jonathan P. Carlson, a portfolio manager of Columbia Advisors, is the manager for the Fund and has managed the Fund since June, 2007. Prior to joining Columbia Advisors in June, 2007, Mr. Carlson was a portfolio manager and a partner at Merganser Capital Management since August, 2004. Prior to August, 2004, Mr. Carlson was a portfolio manager and mortgage-backed securities specialist at CIGNA Investment Management from August, 2002 to August, 2004. Prior to August, 2002, Mr. Carlson was a portfolio manager at Zurich Scudder Investments from January, 1998 to August, 2002. The Statement of Additional Information provides additional information about the manager's compensation, other accounts managed and ownership of securities in the Fund. INT-47/132811-0607 June 22, 2007 COLUMBIA FUNDS SERIES TRUST I Columbia Intermediate Bond Fund (the "Fund") Supplement to the Prospectuses dated August 1, 2006 (Replacing supplement dated November 8, 2006) The paragraphs under the heading "Portfolio Managers" are replaced in their entirety by the following paragraphs: Kevin L. Cronk, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since November, 2006. Mr. Cronk has been associated with Columbia Advisors or its predecessors since August, 1999. Carl W. Pappo, a senior vice president of Columbia Advisors, is the lead manager for the Fund and has co-managed the Fund since March, 2005. Mr. Pappo has been associated with Columbia Advisors or its predecessors since January, 1993. Thomas A. LaPointe, a senior vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since March, 2003. Mr. LaPointe has been associated with Columbia Advisors or its predecessors since February, 1999. Lee Reddin, a vice president of Columbia Advisors, is a co-manager for the Fund and has co-managed the Fund since June, 2007. Mr. Reddin has been associated with Columbia Advisors or its predecessors since March, 2000. The Statement of Additional Information provides additional information about the managers' compensation, other accounts managed and ownership of securities in the Fund. INT-47/133011-0607 June 22, 2007 COLUMBIA FUNDS SERIES TRUST I Columbia Federal Securities Fund (the "Fund") Supplement to the Statement of Additional Information Dated January 1, 2007 The following information as it pertains to the Fund is revised as follows: . The following table under the heading "Other Accounts Managed by Portfolio Manager" is revised and replaced in its entirety:
Other SEC-registered open-end Other pooled investment Portfolio Manager and closed-end funds vehicles Other accounts - ---------------------------------------------------------------------------------------------------------------------- Number of Number of Number of accounts Assets accounts Assets accounts Assets - ---------------------------------------------------------------------------------------------------------------------- Jonathan P. Carlson* 0 $0 0 $0 3 $ 250,000
*Account information is provided as of May 31, 2007. . The following table under the heading "Ownership of Securities" is revised and replaced in its entirety: Dollar Range of Equity Securities Portfolio Manager in the Fund Beneficially Owned - ------------------------------------------------------------------------- Jonathan P. Carlson* None *Account information is provided as of May 31, 2007. . The following table under the heading "Compensation" is revised and replaced in its entirety:
- ---------------------------------------------------------------------------------------------------------------- Portfolio Manager Performance Benchmark Peer Group - ---------------------------------------------------------------------------------------------------------------- Jonathan P. Carlson Citigroup Government/Mortgage Index Lipper General U.S. Government Citigroup Mortgage Index Classification
INT-50/133500-0607 June 22, 2007 COLUMBIA FUNDS SERIES TRUST I Columbia Intermediate Bond Fund (the "Fund") Supplement to the Statement of Additional Information Dated August 1, 2006 (Replacing supplement dated November 8, 2006) The following information as it pertains to the Fund is revised as follows: . The following table under the heading "Other Accounts Managed by Portfolio Managers" is revised and replaced in its entirety:
Other SEC-registered open-end Other pooled investment Portfolio Manager and closed-end funds vehicles Other accounts - ---------------------------------------------------------------------------------------------------------------------- Number of Number of Number of accounts Assets accounts Assets accounts Assets - ---------------------------------------------------------------------------------------------------------------------- Kevin Cronk* 12 $6.5 billion 10** $1.1 billion 5 $ 424 million Thomas A. LaPointe 12 $6.64 billion 10*** $1.1 billion 6 $ 420 million Carl W. Pappo 1 $650 million 2 $1.2 billion 68 $ 2.1 billion Lee Reddin**** 0 $0 0 $0 4 $ 100.9 million
*Account information is provided as of September 30, 2006. ** Included among these accounts are four accounts, totaling $809 million in assets that include an advisory fee based on performance. *** Included among these accounts are four accounts, totaling $843 million in assets that include an advisory fee based on performance. ****Account information is provided as of May 31, 2007. . The following table under the heading "Ownership of Securities" is revised and replaced in its entirety: Dollar Range of Equity Securities Portfolio Manager in the Fund Beneficially Owned - ------------------------------------------------------------------------- Kevin Cronk* None Thomas A. LaPointe None Carl W. Pappo None Lee Reddin** None *Account information is provided as of September 30, 2006. ** Account information is provided as of May 31, 2007. . The following table under the heading "Compensation" is revised and replaced in its entirety:
- ---------------------------------------------------------------------------------------------------------------- Portfolio Manager Performance Benchmark Peer Group - ---------------------------------------------------------------------------------------------------------------- Kevin Cronk Lehman Brothers Aggregate Bond Index Lipper Intermediate Investment Grade Debt Classification Thomas A. LaPointe Lehman Brothers Aggregate Bond Index Lipper Intermediate Investment Grade Debt Classification Carl W. Pappo Lehman Brothers Aggregate Bond Index Lipper Intermediate Investment Grade Debt Classification Lee Reddin Lehman Brothers Aggregate Bond Index Lipper Intermediate Investment Grade Debt Classification
INT-50/133400-0607 June 22, 2007 -----END PRIVACY-ENHANCED MESSAGE-----