EVERCORE TRUST COMPANY, NATIONAL ASSOCIATION Financial Reports

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EVERCORE TRUST COMPANY, NATIONAL ASSOCIATION

RSSD ID 3939240 \| CERTIFICATE 58927 \| ABA NUMBER 31101389
55 EAST 52ND STREET	Quarter Ended :	2025-12-31
NEW YORK, NY, 10055	Updated :	2026-01-30
WWW.EVERCORETRUSTCOMPANY.COM

Institution Profile
Year Opened :	2009	Institution Type :	Nondeposit trust company
Entity Type :	Non-deposit Trust Company - Member	Federal Regulator :	OCC
Member Federal Reserve :	Yes	S-Corp :	No
Fiduciary Powers :	Yes	Powers Exercised :	Yes
Filing Type :	051

Number of Employees :	21

Financial Fast Facts
Balance Sheet (USD, in thousands)		Income Statement (USD, in thousands, ytd)
Total Assets	27,103	Total Interest Income	501
Total Liabilities	12,448	Total NonInterest Income	13,582
Total Bank Equity Capital	14,655	Total Interest Expense	0
Total Deposits	0	Total NonInterest Expense	13,149
Net Loans & Leases	0	Net Income	701
Loan Loss Allowance	0	Net Charge Offs	0

Regulatory Capital		Quarterly Averages (USD, in thousands)
Total capital	14,655	Total loans	0
Total assets for the leverage ratio	14,786	Loans secured by real estate:	0
Tier 1 Leverage Ratio	99.11	Commercial and industrial loans	0
Tier 1 Capital Ratio	614.72	Loans to individuals - Credit Cards	0
Total Capital Ratio	614.72	Loans to individuals - Other	0

Source of Data: FDIC, FRB, NCUA, OCC, SEC, U.S. Department of the Treasury