Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • August 8th, 2008 • Columbia Funds Series Trust I • Massachusetts
Contract Type FiledAugust 8th, 2008 Company Jurisdiction
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 8th, 2008 • Columbia Funds Series Trust I • Massachusetts
Contract Type FiledAugust 8th, 2008 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION dated as of March 27, 2008, is by and among each of the trust and corporation identified in Schedule A hereto as an Acquired Company (each an “Acquired Company”), on behalf of each series thereof identified in Schedule A hereto as an Acquired Fund (each an “Acquired Fund”), Columbia Funds Series Trust I (the “Acquiring Trust”), on behalf of each series thereof identified in Schedule A hereto as an Acquiring Fund (each an “Acquiring Fund”); and Columbia Management Advisors, LLC (the “Adviser”).
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 8th, 2008 • Columbia Funds Series Trust I • Massachusetts
Contract Type FiledAugust 8th, 2008 Company Jurisdiction
Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • June 10th, 2008 • Columbia Funds Series Trust • Massachusetts
Contract Type FiledJune 10th, 2008 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION dated as of March 27, 2008, is by and among Excelsior Funds, Inc. and Excelsior Tax-Exempt Funds, Inc. (each an “Acquired Company”), each on behalf of each series thereof identified in Exhibit A hereto as an Acquired Fund (each an “Acquired Fund”), Columbia Funds Series Trust (the “Acquiring Trust”), on behalf of each series thereof identified in Exhibit A hereto as the corresponding Acquiring Fund (each an “Acquiring Fund”), and Columbia Management Advisors, LLC (“Columbia”).
Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • June 10th, 2008 • Columbia Funds Series Trust • Massachusetts
Contract Type FiledJune 10th, 2008 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION dated as of March 20, 2008, is by and among Excelsior Funds, Inc. and Excelsior Tax-Exempt Funds, Inc. (each an “Acquired Company”), each on behalf of each series thereof identified in Exhibit A hereto as an Acquired Fund (each an “Acquired Fund”), Columbia Funds Series Trust (the “Acquiring Trust”), on behalf of each series thereof identified in Exhibit A hereto as the corresponding Acquiring Fund (each an “Acquiring Fund”), and Columbia Management Advisors, LLC (“Columbia”).
Appendix A — Form of Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • January 18th, 2008 • Columbia Funds Series Trust • Massachusetts
Contract Type FiledJanuary 18th, 2008 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION dated as of , 2008, is by and among each of Excelsior Funds, Inc. (the “Acquired Company”), on behalf of Money Fund (the “Acquired Fund”), Columbia Funds Series Trust (the “Acquiring Trust”), on behalf of Columbia Daily Cash Reserves (the “Acquiring Fund”), as identified on Schedule A hereto, and Columbia Management Advisors, LLC (the “Adviser”).
Appendix A — Form of Agreement and Plan of ReorganizationAgreement and Plan of Reorganization • December 17th, 2007 • Columbia Funds Series Trust • Massachusetts
Contract Type FiledDecember 17th, 2007 Company Jurisdiction
AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • November 7th, 2006 • Columbia Funds Trust Iv • Massachusetts
Contract Type FiledNovember 7th, 2006 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION dated as of March 27, 2006, is by and among each of the trusts identified in Schedule A hereto as an Acquired Trust (each an “Acquired Trust”), on behalf of each series thereof identified in Schedule A hereto as an Acquired Fund (each an “Acquired Fund”), each of the entities organized as an Oregon corporation and identified in Schedule A hereto as an Acquired Trust or an Acquired Fund (each an “Acquired Trust” or “Acquired Fund”); Columbia Funds Series Trust I and Columbia Funds Institutional Trust (each an “Acquiring Trust”), on behalf of each series thereof identified in Schedule A hereto as the corresponding Acquiring Fund (each an “Acquiring Fund”); and Columbia Management Advisors, LLC (the “Adviser”).