<SEC-DOCUMENT>0001683863-23-006963-index.html : 20231002 <SEC-HEADER>0001683863-23-006963.hdr.sgml : 20231002 <ACCEPTANCE-DATETIME>20231002074549 ACCESSION NUMBER: 0001683863-23-006963 CONFORMED SUBMISSION TYPE: N-CSR PUBLIC DOCUMENT COUNT: 28 CONFORMED PERIOD OF REPORT: 20230731 FILED AS OF DATE: 20231002 DATE AS OF CHANGE: 20231002 EFFECTIVENESS DATE: 20231002 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: N-CSR SEC ACT: 1940 Act SEC FILE NUMBER: 811-04367 FILM NUMBER: 231297815 BUSINESS ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 800-345-6611 MAIL ADDRESS: STREET 1: 290 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 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 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000010620 <SERIES-NAME>Columbia Tax-Exempt Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000029373 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>COLTX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000029375 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>COLCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000029376 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CTEZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000126464 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CTERX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000136874 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CADMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000177149 <CLASS-CONTRACT-NAME>Columbia Tax-Exempt Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CTEYX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012071 <SERIES-NAME>Columbia Oregon Intermediate Municipal Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032858 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>COEAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032860 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>CORCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032862 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CMBFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122662 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CODRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000126468 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CORMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000177150 <CLASS-CONTRACT-NAME>Columbia Oregon Intermediate Municipal Bond Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CORYX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000012081 <SERIES-NAME>Columbia Large Cap Growth Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032910 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>LEGAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032912 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>LEGCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032914 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Class V <CLASS-CONTRACT-TICKER-SYMBOL>GAEGX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032915 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>GEGTX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000034322 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Class E <CLASS-CONTRACT-TICKER-SYMBOL>CLGEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078989 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CGFYX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000094688 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Class R <CLASS-CONTRACT-TICKER-SYMBOL>CGWRX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000094690 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>CLWFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000122672 <CLASS-CONTRACT-NAME>Columbia Large Cap Growth Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CCGRX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000027194 <SERIES-NAME>Columbia Ultra Short Term Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000082083 <CLASS-CONTRACT-NAME>Columbia Ultra Short Term Bond Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CMGUX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000206531 <CLASS-CONTRACT-NAME>Columbia Ultra Short Term Bond Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CUSHX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000206532 <CLASS-CONTRACT-NAME>Columbia Ultra Short Term Bond Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CUSBX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000210388 <CLASS-CONTRACT-NAME>Columbia Ultra Short Term Bond Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>CUSOX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000773757 <SERIES-ID>S000048610 <SERIES-NAME>Columbia U.S. Social Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000153243 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Class A <CLASS-CONTRACT-TICKER-SYMBOL>CONAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000153244 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Class C <CLASS-CONTRACT-TICKER-SYMBOL>CONCX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000153245 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Advisor Class <CLASS-CONTRACT-TICKER-SYMBOL>CONFX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000153246 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Institutional 2 Class <CLASS-CONTRACT-TICKER-SYMBOL>COVNX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000153247 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Institutional Class <CLASS-CONTRACT-TICKER-SYMBOL>CONZX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000177151 <CLASS-CONTRACT-NAME>Columbia U.S. Social Bond Fund Institutional 3 Class <CLASS-CONTRACT-TICKER-SYMBOL>CONYX </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>N-CSR <SEQUENCE>1 <FILENAME>f36406d1.htm <DESCRIPTION>COLUMBIA FUND SERIES TRUST I <TEXT> Document 1 - file: f36406d1.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CODE ETH <SEQUENCE>2 <FILENAME>f36406d2.htm <DESCRIPTION>CODE OF ETHICS <TEXT> Document 2 - file: f36406d2.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.CERT <SEQUENCE>3 <FILENAME>f36406d3.htm <DESCRIPTION>SECTION 302 CERTIFICATION <TEXT> Document 3 - file: f36406d3.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.906 CERT <SEQUENCE>4 <FILENAME>f36406d4.htm <DESCRIPTION>SECTION 906 CERTIFICATION <TEXT> Document 4 - file: f36406d4.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>5 <FILENAME>img3b5be1484.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 5 - file: img3b5be1484.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>6 <FILENAME>img4d9d5efb1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 6 - file: img4d9d5efb1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>7 <FILENAME>img5470efaf2.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 7 - file: img5470efaf2.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>8 <FILENAME>imgf8ed71c93.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 8 - file: imgf8ed71c93.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>9 <FILENAME>img119b87d01.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 9 - file: img119b87d01.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>10 <FILENAME>img7aac1b5b2.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 10 - file: img7aac1b5b2.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>11 <FILENAME>imgfc8d72853.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 11 - file: imgfc8d72853.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>12 <FILENAME>img2a2ae8962.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 12 - file: img2a2ae8962.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>13 <FILENAME>img3580e1471.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 13 - file: img3580e1471.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>14 <FILENAME>img7e3fd1df3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 14 - file: img7e3fd1df3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>15 <FILENAME>img1531dd652.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 15 - file: img1531dd652.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>16 <FILENAME>imgb9865d881.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 16 - file: imgb9865d881.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>17 <FILENAME>imgc143ffda3.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 17 - file: imgc143ffda3.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>18 <FILENAME>img40b930712.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 18 - file: img40b930712.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>19 <FILENAME>img90639bc73.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 19 - file: img90639bc73.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>20 <FILENAME>imgb5fbb6d11.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 20 - file: imgb5fbb6d11.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>21 <FILENAME>g1ior1dtbd878lq15y62d.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 21 - file: g1ior1dtbd878lq15y62d.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>22 <FILENAME>g6lpicqu3y01705uk5hs1.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 22 - file: g6lpicqu3y01705uk5hs1.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>23 <FILENAME>gd42w2ijepw8irunamkfb.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 23 - file: gd42w2ijepw8irunamkfb.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>24 <FILENAME>gh5p2ilnzxyeia34rfkjc.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 24 - file: gh5p2ilnzxyeia34rfkjc.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>25 <FILENAME>gi0fycq0o9g5pp614xff7.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 25 - file: gi0fycq0o9g5pp614xff7.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>26 <FILENAME>gnfgpv1hm0245sdu0vnzr.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 26 - file: gnfgpv1hm0245sdu0vnzr.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>27 <FILENAME>gnl6hkjjq3q9550w2lwyq.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 27 - file: gnl6hkjjq3q9550w2lwyq.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>28 <FILENAME>gp8dvj0kfzr4eul803pea.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 28 - file: gp8dvj0kfzr4eul803pea.jpg
</DOCUMENT> </SEC-DOCUMENT>