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 :	2025-03-31
NEW YORK, NY, 10055	Updated :	2025-04-30
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 :	22

Financial Fast Facts
Balance Sheet (USD, in thousands)		Income Statement (USD, in thousands, ytd)
Total Assets	14,739	Total Interest Income	128
Total Liabilities	724	Total NonInterest Income	3,186
Total Bank Equity Capital	14,015	Total Interest Expense	0
Total Deposits	0	Total NonInterest Expense	3,233
Net Loans & Leases	0	Net Income	61
Loan Loss Allowance	0	Net Charge Offs	0

Regulatory Capital		Quarterly Averages (USD, in thousands)
Total capital	14,015	Total loans	0
Total assets for the leverage ratio	13,813	Loans secured by real estate:	0
Tier 1 Leverage Ratio	101.46	Commercial and industrial loans	0
Tier 1 Capital Ratio	703.92	Loans to individuals - Credit Cards	0
Total Capital Ratio	703.92	Loans to individuals - Other	0

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