Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE COOPER INSTITUTE
 
Employer identification number

23-7075529
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No









2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) COOPER CLINIC
 
SEE PART V 76,800 MED. SVCS. & RESEARCH   No
(2) COOPER CLINIC
 
SEE PART V 338,000 LEASING SPACES & CONSULTING   No
(3) WESTWOOD HOLDINGS GROUP
 
SEE PART V 125,141 INV. MGMT. FEES   No
(4) DELL INC
 
SEE PART V 163,700 COMP. EQUIP. & TECH SUPP   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV, LINES 1 AND 2: BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIESDR. KENNETH H. COOPER IS THE PRINCIPAL OWNER OF THE COOPER CLINIC AND SERVED AS THE CHAIRMAN OF THE BOARD FOR THE COOPER INSTITUTE UNTIL SEPTEMBER 2011. HE IS NOW CHAIRMAN EMERITUS OF THE COOPER INSTITUTE.
SCHEDULE L, PART IV, LINE 3: BRIAN CASEY IS A TRUSTEE OF THE COOPER INSTITUTE AND PRESIDENT & CEO OF WESTWOOD HOLDINGS GROUP. WESTWOOD HOLDINGS GROUP MANAGES THE INVESTMENTS OF THE COOPER INSTITUTE AND RECEIVES PAYMENT FOR INVESTMENT MANAGEMENT FEES, OF WHICH IT DONATES 20% OF THE VALUE OF ITS SERVICES TO THE INSTITUTE. FOR PURPOSES OF SCHEDULE L, PART IV, THE AMOUNT OF BUSINESS TRANSACTIONS WITH WESTWOOD HOLDINGS GROUP IS REPORTED GROSS OF ITS 20% CONTRIBUTED SERVICES DONATION. BRIAN CASEY IS NOT PART OF THE INSTITUTE'S INVESTMENT COMMITTEE AND CANNOT MAKE INVESTMENT DECISIONS.
SCHEDULE L, PART IV, LINE 4: SUSAN DELL IS RELATED TO THE CHAIRMAN OF THE BOARD OF DELL, INC., A PUBLICLY TRADED COMPANY. THE INSTITUTE PURCHASED DELL COMPUTERS, EQUIPMENT, SUPPORT PLANS, AND DATA CENTER INFRASTRUCTURE FROM DELL, INC.
Schedule L (Form 990 or 990-EZ) 2014


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