Form 485BXT COLUMBIA FUNDS SERIES
As filed with the Securities and Exchange Commission on April 2, 2024.
Registration Nos. 2-99356
811-04367
811-04367
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
Form N-1A
REGISTRATION STATEMENT
REGISTRATION STATEMENT
UNDER
THE SECURITIES ACT OF 1933
☒
Pre-Effective
Amendment No.
☐
Post-Effective
Amendment No. 415
☒
and/or
REGISTRATION STATEMENT
UNDER
THE INVESTMENT COMPANY ACT OF 1940 ☒
THE INVESTMENT COMPANY ACT OF 1940 ☒
Amendment No. 419
☒
(Check Appropriate Box or Boxes)
COLUMBIA FUNDS SERIES TRUST I
(Exact Name of Registrant as Specified in Charter)
290 Congress Street, Boston, Massachusetts 02210
(Address of Principal Executive Offices) (Zip Code)
(Address of Principal Executive Offices) (Zip Code)
Registrant’s Telephone Number, Including Area Code: (800) 345-6611
| Daniel J. Beckman c/o Columbia Management Investment Advisers, LLC 290 Congress Street Boston, Massachusetts 02210 |
Ryan C. Larrenaga, Esq. c/o Columbia Management Investment Advisers, LLC 290 Congress Street Boston, Massachusetts 02210 |
(Name and Address of Agents for Service)
Approximate Date of Proposed Public Offering:
It is proposed that this filing will become effective (check appropriate
box)
☐ Immediately upon filing pursuant to paragraph (b)
☒ On May 1, 2024 pursuant to paragraph (b)
☐ 60 days after filing pursuant to paragraph (a)(1)
☐ On (date) pursuant to paragraph (a)(1)
☐ 75 days after filing pursuant to paragraph (a)(2)
☐ On (date) pursuant to paragraph (a)(2) of rule 485.
If appropriate, check the following box:
☒ This post-effective amendment designates a new effective date for a previously
filed post-effective amendment.
This Post-Effective Amendment
relates solely to the Registrant’s Columbia Real Estate Equity Fund series. Information
contained in the Registrant’s Registration Statement relating to any other series of the Registrant is neither amended nor superseded hereby.
Explanatory Note
This Post-Effective Amendment No. 415 to the Registrant’s Registration Statement on Form N-1A is being filed pursuant to paragraph (b)(1)(iii) of Rule 485 of the Securities Act of 1933, as amended (the “1933 Act”), solely for the purpose of delaying, until May 1, 2024, the effectiveness of the registration statement for Columbia Real Estate Equity Fund,
filed on December 8,
2023 in Post-Effective Amendment No.
410, pursuant to paragraph (a) of Rule 485 of the 1933 Act. No other series of the Registrant is affected by the filing.
Parts A, B, and C of Registrant’s Post-Effective Amendment No. 410, filed on December 8,
2023, are incorporated by reference.
SIGNATURES
Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant, COLUMBIA FUNDS SERIES TRUST I, has duly caused this Amendment to its Registration Statement to be signed on its behalf by the undersigned, duly authorized, in the City of Boston, and the Commonwealth of Massachusetts on the 2nd day of April, 2024.
| COLUMBIA FUNDS SERIES TRUST I | |
| By: |
/s/ Daniel J. Beckman |
| |
Daniel J. Beckman Trustee and President |
Pursuant to the requirements of the Securities Act of 1933, this Amendment to the Registration Statement has been signed below by the following persons in the capacities indicated on the 2nd day of April, 2024.
| Signature |
Capacity |
Signature |
Capacity |
| /s/ Daniel J. Beckman |
Trustee and President
(Principal Executive Officer) |
/s/
Patricia M. Flynn* |
Trustee |
| Daniel J. Beckman |
Patricia M. Flynn | ||
| /s/ Michael G. Clarke* |
Chief Financial Officer,
Principal Financial Officer, Senior Vice
President, Treasurer and Chief
Accounting Officer (Principal
Accounting Officer) |
/s/ Brian
J. Gallagher* |
Trustee |
| Michael G. Clarke |
Brian J. Gallagher | ||
| /s/ Pamela G. Carlton* |
Chair of the Board |
/s/
Douglas A. Hacker* |
Trustee |
| Pamela G. Carlton |
Douglas A. Hacker | ||
| /s/ George S. Batejan* |
Trustee |
/s/ Nancy
T. Lukitsh* |
Trustee |
| George S. Batejan |
Nancy T. Lukitsh | ||
| /s/ Kathleen A. Blatz* |
Trustee |
/s/ David
M. Moffett* |
Trustee |
| Kathleen A. Blatz |
David M. Moffett | ||
| /s/ Janet Langford Carrig* |
Trustee |
/s/
Catherine James Paglia* |
Trustee |
| Janet Langford Carrig |
Catherine James Paglia | ||
| /s/ J. Kevin Connaughton* |
Trustee |
/s/
Natalie A. Trunow* |
Trustee |
| J. Kevin Connaughton |
Natalie A. Trunow | ||
| /s/ Olive M. Darragh* |
Trustee |
/s/
Sandra L. Yeager* |
Trustee |
| Olive M. Darragh |
Sandra L. Yeager |
| * |
By: Name: |
/s/
Joseph D’Alessandro |
|
| Joseph D’Alessandro** Attorney-in-fact |
| ||
| ** |
Executed by Joseph D’Alessandro on behalf of Michael G. Clarke pursuant to a Power of Attorney, dated February 1, 2021,
and on behalf of each of the Trustees pursuant to a Trustees Power of Attorney, dated January
1, 2023. | ||
COLUMBIA FUNDS SERIES TRUST
COLUMBIA FUNDS SERIES TRUST I
COLUMBIA FUNDS SERIES TRUST II
COLUMBIA FUNDS VARIABLE INSURANCE
TRUST
COLUMBIA FUNDS VARIABLE
SERIES TRUST II
COLUMBIA ETF
TRUST
COLUMBIA ETF TRUST
I
COLUMBIA ETF TRUST
II
(each a
“Registrant”)
POWER OF ATTORNEY
Each of the undersigned constitutes and appoints Michael G. Clarke, Joseph D’Alessandro, Michael E. DeFao, Ryan C. Larrenaga, John M. Loder, Brian D. McCabe, Christopher O. Petersen, and Megan E. Garcy, each individually, his or her true and lawful attorney-in-fact and agent (each an “Attorney-in-Fact”) with power of substitution or resubstitution, in any and all capacities, including without limitation in the undersigned’s capacity as a trustee of each Registrant, in the furtherance of the business and affairs of each Registrant: (i) to execute any and all instruments which said Attorney-in-Fact may deem necessary or advisable or which may be required to comply with the Securities Act of 1933, the Investment Company Act of 1940, the Securities Exchange Act of 1934 (together the “Acts”) and any other applicable federal securities laws, or rules, regulations or requirements of the U.S. Securities and Exchange Commission (“SEC”) in respect thereof, in connection with the filing and effectiveness of each Registrant’s Registration Statement regarding the registration of each Registrant or its shares of beneficial interest, and any and all amendments thereto, including without limitation any reports, forms or other filings required by the Acts or any other applicable federal securities laws, or rules, regulations or requirements of the SEC; and (ii) to execute any and all federal, state or foreign regulatory or other required filings, including all applications with regulatory authorities, state charter or organizational documents and any amendments or supplements thereto, to be executed by, on behalf of, or for the benefit of, each Registrant. The undersigned hereby grants to each Attorney-in-Fact full power and authority to do and perform each and every act and thing contemplated above, as fully and to all intents and purposes as the undersigned might or could do in person, and hereby ratifies and confirms all that said Attorneys-in-Fact, individually or collectively, may lawfully do or cause to be done by virtue hereof.
This Power of Attorney shall not be revoked with respect to any undersigned trustee
by any subsequent power of attorney the undersigned may execute unless such subsequent power of attorney specifically refers to this Power of Attorney or specifically
states that the instrument is intended to revoke all prior general powers of attorney or all prior powers of attorney (and unless otherwise required by a provision of law that cannot be waived). This Power of Attorney shall terminate automatically with respect to a Registrant if the undersigned ceases to hold the above-referenced office of the Registrant.
Dated: January 1, 2023
[REMAINDER OF THIS PAGE IS LEFT BLANK INTENTIONALLY]
| /s/ George S. Batejan |
Trustee |
/s/ Brian
J. Gallagher |
Trustee |
| George S. Batejan |
Brian J. Gallagher | ||
| /s/ Daniel J. Beckman |
Trustee |
/s/
Douglas Hacker |
Trustee |
| Daniel J. Beckman |
Douglas Hacker | ||
| /s/ Kathleen A. Blatz |
Trustee |
/s/ Nancy
T. Lukitsh |
Trustee |
| Kathleen A. Blatz |
Nancy T. Lukitsh | ||
| /s/ Pamela G. Carlton |
Trustee |
/s/ David
M. Moffett |
Trustee |
| Pamela G. Carlton |
David M. Moffett | ||
| /s/ Janet Langford Carrig |
Trustee |
/s/
Catherine James Paglia |
Trustee |
| Janet Langford Carrig |
Catherine James Paglia | ||
| /s/ J. Kevin Connaughton |
Trustee |
/s/
Natalie A. Trunow |
Trustee |
| J. Kevin Connaughton |
Natalie A. Trunow | ||
| /s/ Olive M. Darragh |
Trustee |
/s/
Sandra L. Yeager |
Trustee |
| Olive M. Darragh |
Sandra L. Yeager | ||
| /s/ Patricia M. Flynn |
Trustee |
|
|
| Patricia M. Flynn |
|
|
COLUMBIA FUNDS SERIES TRUST
COLUMBIA FUNDS SERIES TRUST I
COLUMBIA FUNDS SERIES TRUST II
COLUMBIA FUNDS VARIABLE INSURANCE
TRUST
COLUMBIA FUNDS VARIABLE
SERIES TRUST II
COLUMBIA ETF
TRUST
COLUMBIA ETF TRUST
I
COLUMBIA ETF TRUST
II
(each a
“Registrant”)
POWER OF ATTORNEY
The undersigned does hereby constitute and appoint Joseph D’Alessandro, Paul B. Goucher, Ryan C. Larrenaga, Christopher O. Petersen, Michael E. DeFao and Megan E. Garcy, each individually, his true and lawful attorney-in-fact and agent (each an “Attorney-in-Fact”) with power of substitution or resubstitution, in any and all capacities, including without limitation in the undersigned’s capacity as Chief Financial Officer, Principal Financial Officer and Senior Vice President of each Registrant, in the furtherance of the business and affairs of each Registrant: (i) to execute any and all instruments which said Attorney-in-Fact may deem necessary or advisable or which may be required to comply with the Securities Act of 1933, the Investment Company Act of 1940, the Securities Exchange Act of 1934 (together the “Acts”) and any other applicable federal securities laws, or rules, regulations or requirements of the U.S. Securities and Exchange Commission (“SEC”) in respect thereof, in connection with the filing and effectiveness of each Registrant’s Registration Statement regarding the registration of each Registrant or its shares of beneficial interest, and any and all amendments thereto, including without limitation any reports, forms or other filings required by the Acts or any other applicable federal securities laws, or rules, regulations or requirements of the SEC; and (ii) to execute any and all federal, state or foreign regulatory or other required filings, including all applications with regulatory authorities, state charter or organizational documents and any amendments or supplements thereto, to be executed by, on behalf of, or for the benefit of, each Registrant. The undersigned hereby grants to each Attorney-in-Fact full power and authority to do and perform each and every act and thing contemplated above, as fully and to all intents and purposes as the undersigned might or could do in person, and hereby ratifies and confirms all that said Attorneys-in-Fact, individually or collectively, may lawfully do or cause to be done by virtue hereof.
This Power of Attorney shall not be revoked by any subsequent power of attorney I
may execute unless such subsequent power of attorney specifically refers to this Power of Attorney or specifically states that the instrument is intended to revoke all
prior general powers of attorney or all prior powers of attorney (and unless otherwise required by a provision of law that cannot be waived). This Power of Attorney shall terminate automatically with respect to a Registrant if the undersigned ceases to hold the above-referenced office(s) of a Registrant.
Dated: February 1, 2021
/s/ Michael G. Clarke
Michael G. Clarke
Michael G. Clarke
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