HR Block 2007 Annual Report Download - page 123

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ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS
The information called for by this item is contained in our definitive Plans’’ and in the section titled ‘‘Information Regarding Security
proxy statement filed pursuant to Regulation 14A not later than Holders,’’ and is incorporated herein by reference.
120 days after April 30, 2007, in the section titled ‘‘Equity Compensation
ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS
The information called for by this item is contained in our definitive in Control and Other Arrangements,’’ and is incorporated herein by
proxy statement filed pursuant to Regulation 14A no later than 120 days reference.
after April 30, 2007, in the section titled ‘‘Employee Agreements, Change
ITEM 14. PRINCIPAL ACCOUNTING FEES AND SERVICES
The information called for by this item is contained in our definitive after April 30, 2007, in the section titled ‘‘Audit Fees,’’ and is
proxy statement filed pursuant to Regulation 14A no later than 120 days incorporated herein by reference.
PART IV
ITEM 15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES
(a) Documentsfiled as part of this Report:
1. The following financial statements appearing in Item 8: ‘‘Consolidated Statements of Income and Comprehensive Income;’’ ‘‘Consolidated
Balance Sheets;’’ ‘‘Consolidated Statements of Cash Flows;’’ and ‘‘Consolidated Statements of Stockholders’ Equity.’’
2. Financial Statement Schedule II –Valuation and Qualifying Accounts with the related Reports of Independent Registered Public Accounting
95 m
Firms. These will be filed with the SEC but will not be included in the printed version of the Annual Report to Shareholders.
3. Exhibits: The list of exhibits in the Exhibit Index to this Report is incorporated herein by reference. The following exhibits are required to be
filed as exhibits to this Form 10-K:
10.2 Form of 2003 Long-Term Executive Compensation Plan Award Agreement.
10.14 H&R Block Severance Plan.
10.15 Amendment No. 1 to the H&R Block Severance Plan.
10.24 Employment Agreement dated November 1, 2006 between HRB Management, Inc. and Carol Graebner.
10.39 Bridge Credit and Guarantee Agreement dated as of April 16, 2007 among Block Financial Corporation, H&R Block, Inc.,
the lenders party thereto, and HSBC Bank USA National Association.
10.58 Supplemental Indenture Number One dated as of April 27, 2007 to the Indenture dated as of November 1, 2003 between
Option One Owner Trust 2003-5 and Wells Fargo Bank, N.A.
10.65 Amendment Number Six to the Second Amended and Restated Sale and Servicing Agreement dated as of March 15, 2005
among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage Corporation and
Wells Fargo Bank, N.A.
10.66 Amendment Number Seven to the Second Amended and Restated Sale and Servicing Agreement dated as of March 8,
2005 among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation, Option One Mortgage
Corporation and Wells Fargo Bank, N.A.,
10.69 Amendment Number Eight to the Amended and Restated Note Purchase Agreement dated as of November 25, 2003
among Option One Owner Trust 2001-2, Option One Loan Warehouse Corporation and Bank of America, N.A.
10.72 Amendment Number Ten to the Amended and Restated Indenture dated as of November 25, 2003 between Option One
Owner Trust 2001-2 and Wells Fargo Bank, N.A.
H&R BLOCK 2007 Form 10K