---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-25-013082"
form_type: "8-K"
ticker: null
cik: "0001704299"
company_name: "TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND"
filed_at: "2025-04-09T23:59:59+00:00"
generated_at: "2026-05-23T18:25:03.342406+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.2
calibrated_materiality_score: 0.2
confidence: "high"
source: SEC EDGAR
---

# Tortoise Sustainable Term Fund dismisses EY, appoints Tait Weller & Baker as auditor

## Summary
- Board approved engagement of Tait, Weller & Baker LLP as independent auditor on April 3, 2025.
- Ernst & Young LLP dismissed on April 8, 2025; its reports for FY 2024 and 2023 were unqualified.
- No disagreements or reportable events occurred during the past two fiscal years or interim period.
- EY furnished a letter agreeing with the Fund's disclosures, filed as Exhibit 16.1.

## SEC filing metadata
- accession: 0001140361-25-013082
- form_type: 8-K
- cik: 0001704299
- company_name: TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
- filed_at: 2025-04-09T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.2
- calibrated_materiality_score: 0.2
- confidence: high
- sec_items: 4.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1704299/000114036125013082/0001140361-25-013082-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1704299/000114036125013082/ef20047191_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-25-013082
- JSON: https://secwatch.observer/filing/0001140361-25-013082.json
- Plain text: https://secwatch.observer/filing/0001140361-25-013082.txt

## Key facts
- Auditor Changes
  TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND dismissed Ernst & Young LLP as its auditor.
  - Action: dismissal
  - Auditor: Ernst & Young LLP
  - Successor: Tait, Weller & Baker LLP
  source text: On April 8, 2025, the Fund notified Ernst & Young LLP of the Fund’s engagement of Tait, Weller & Baker LLP, and the resulting dismissal of Ernst & Young LLP, as the Fund’s independent registered public accounting firm.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000114036125013082/0001140361-25-013082-index.htm
- Auditor Changes
  TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND engaged Tait, Weller & Baker LLP as its auditor.
  - Action: engagement
  - Auditor: Tait, Weller & Baker LLP
  source text: at a meeting held on April 3, 2025, the Board of Directors of Tortoise Sustainable and Social Impact Term Fund (the "Fund") approved the engagement of Tait, Weller & Baker LLP to serve as the independent registered public accounting firm for the Fund.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1704299/000114036125013082/0001140361-25-013082-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
